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- Custodian
- Altruist · Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-24-2025
- Office Locations
- 2
Office Locations
About Dornick Wealth Management
Dornick Wealth Management is a Dallas-based RIA providing personalized financial planning and investment management for individuals, families, and business owners. The firm positions itself as an outsourced “family CFO,” using a systematic, disciplined approach to help clients stay on track through market volatility while tailoring strategies to each situation. Leadership includes a CFA charterholder and CFP professional, and the practice works with custodians including Charles Schwab and Altruist.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Michael Levi Pettit
Chief Compliance Officer, Managing Partner
- CRD
- #7852285
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JONATHAN KYLE LUSK
--
- CRD
- #5953278
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,425,553 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,425,553 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,425,553
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,414,406,817 | 22.7% |
| Public Funds | $685,395,374 | 11.0% |
| Equity - Exchange | $1,950,261,383 | 31.3% |
| Cash | $2,180,803,463 | 35.0% |
| Total | $6,230,867,037 | 100.0% |