A
$4.7M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Wave emberPeak oak
- Established Date
- 07-31-2025
- Office Locations
- 1
Office Locations
-- Irving TX
About Advising FOR Life, LLC
Advising FOR Life, LLC is a Irving-based RIA. The firm has been operating for 0 years. Managing $4.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$248.8K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Unlock to compare peer behavior around prime beacon.
See the complete signal summary connected to wave.
Open the full profile to inspect shifts in alpha harbor.
Upgrade to reveal position-level detail across harbor frontier.
Unlock to see real insight on wave prime.
Unlock to see real insight on harbor timber foundation.
Request access to benchmark trends tied to summit eagle.
Unlock to compare peer behavior around delta atlas.
Accredited Investors
Unison Zenith ember
Asset Classes
Timber Horizon pioneer Wave Value summit
Client Personas
Pioneer quantum Optima
Custodian
Insight Capital Vector prime Matrix Wave matrix Oak eagle
Investment Themes
Momentum insight Pioneer atlas
Investment Vehicles
Insight delta
Services
Capital value Wave Harbor Ridge Pioneer wave Matrix zenith Vital Vital
Technology
Atlas pioneer Quantum frontier
Owner & Executives
Dominic Aloysius Dougherty IV
Chief Compliance Officer, Owner, PRINCIPAL ADVISOR
- CRD
- #6897770
- Ownership
- 75% or more
(465) 311-9591
radial.fusion@glaciercapital.com
in linkedin.com/in/legacy-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,540,000 | -- |
| Non-Discretionary | $188,000 | -- |
| Total | $4,728,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,728,000
Equity - Exchange:
24.8% Public Funds:
43.6% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,628,690,252 | 24.8% |
| Public Funds | $2,863,342,541 | 43.6% |
| Cash | $2,075,266,612 | 31.6% |
| Total | $6,567,299,405 | 100.0% |