Dornick Wealth Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 335053
- Custodians
- INSPIRA FINANCIAL, CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.45%
- Charitable Organizations0.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dornick Wealth Management is a Texas-based limited liability company that provides portfolio management primarily for individuals, small businesses and select institutional clients. The firm is owned by an individual and charges fees calculated as a percentage of assets under management. Dornick does not function as a capital allocator; instead it implements client exposure to alternative strategies through third‑party managers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Other47%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Jonathan Lusk
Investment Advisor RepresentativeCRD 5953278
Michael Pettit
Managing PartnerCRD 7852285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8080 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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