RIA Intel›Advisers›Texas›DORNICK WEALTH MANAGEMENT LLC

DORNICK WEALTH MANAGEMENT LLC

Advisory

DALLAS, TX

Data as of Jul 31, 2026 · Source: SEC Form ADV

Rank in TX
#1,648
of 2,813 advisers by AUM
Average account
$975K
across 63 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM
$61M
Discretionary %
100%
Clients
26
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

MEADOWPARK CAPITAL, LLC
DALLAS, TX
$61M
+131.4% 1Y
DRUMOND WEALTH MANAGEMENT LLC
$61M
AQUANAUT CAPITAL MANAGEMENT, L.P.
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$62M
+84.5% 1Y
LLOYDS INTREPID LLC
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$61M
BISONWOOD INVESTMENTS, INC.
TYLER, TX
$62M
0.0% 1Y
HAMILTON FINANCIAL PLANNING, LLC
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$61M

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