Dornick Wealth Management

Overview

Dornick Wealth Management is a limited liability company that provides fee-based portfolio management, primarily for individual and family clients as well as some institutional accounts. The firm charges a percentage-of-assets fee and focuses on managing discretionary portfolios for individuals and small businesses. Dornick is not identified as an ESG-focused adviser, does not present itself as a multi-state or pension consultant adviser, and is not flagged as a capital allocator in the available filings. The SEC registration year is not listed in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices