D
CRD: 171515
Doench Wealth Management, LLC
Charlottesville, VA
8434226478
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2014
- Office Locations
- 1
Office Locations
-- Charlottesville VA
About Doench Wealth Management, LLC
Doench Wealth Management, LLC is a Charlottesville-based RIA. The firm has been operating for 11 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Portfolio Construction.
Team overview
47 AVG AGE
$4.0M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Meridian catalyst
Investment Themes
Peak vital Pioneer
Investment Vehicles
Summit
Services
Signal vital
Owner & Executives
B
BRIAN HAROLD DOENCH
Chief Compliance Officer, Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #5362280
- Ownership
- 75% or more
(483) 859-8367
harbor.foundation@pathwaycapital.com
in linkedin.com/in/oak-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,950,000 | -- |
| Non-Discretionary | $50,000 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Equity - Exchange:
47.7% Cash:
52.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,927,478,830 | 47.7% |
| Cash | $3,209,793,351 | 52.3% |
| Total | $6,137,272,181 | 100.0% |