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- Custodian
- Fidelity/NFS ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Fusion north
- Established Date
- 06-22-2012
- Office Locations
- 1
Office Locations
About Legacies Wealth LLC
Dougherty Wealth Advisers provides holistic, values-oriented wealth management for families building multi-generational legacies, with planning integrated into portfolio construction and ongoing monitoring. The team supports complex needs such as estate and tax planning, insurance, and business succession, often for entrepreneurs. Portfolios incorporate public funds and ETFs, with meaningful use of municipal bonds and fixed income. Operates on the Black Diamond platform and custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD DAVID WITCRAFT
Chief Compliance Officer, Chief Executive Officer, Director, TREASURER
- CRD
- #2067534
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
Jose Asencion Cabrera
Associate
- CRD
- #7497764
Alex Gregory Wattermann
Associate
- CRD
- #7879549
Pathway pathway
Prime quantum
- CRD
- #26722
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,331,841 | $1,530,859 |
| Non-Discretionary | $92,035,783 | $3,286,992 |
| Total | $505,367,624 | $1,695,865 |
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Separately Managed Accounts
Total SMA Asset: $505,367,624
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,351,770,008 | 38.5% |
| Equity - Exchange | $580,306,885 | 9.5% |
| Municipal Bonds | $470,354,002 | 7.7% |
| Cash | $2,706,062,631 | 44.3% |
| Total | $6,108,493,526 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT EAGLE | PIONEER FRONTIER | VRMEYOP8Y | YGOO | 6.83% | $29,587,289 |
| LEGACY PIONEER EMBER | BEACON GLACIER | 0ZVTKO1JD | FSBLF | 5.36% | $63,815,640 |
| ALPHA CREST VECTOR | SIGNAL DELTA | G164AYC0O | GRELF | 3.69% | $30,724,956 |
| OAK HORIZON BEACON | OAK TIMBER | 84HJL3LYZ | FZSD | 11.78% | $103,022,051 |
| BEACON VERTEX | INSIGHT FRONTIER | 0MGQEPPKO | CENJ | 1.87% | $71,523,712 |
| HORIZON FUSION | OAK HARBOR | BSMOK6RG8 | WPUAB | 10.96% | $60,581,144 |
| OAK ELEMENT EAGLE | EAGLE DELTA | L97JKF5B4 | XPPCS | 11.26% | $114,333,296 |
| HARBOR CATALYST DELTA | EAGLE UNISON | DSRCPO5YW | VRMYF | 1.76% | $45,639,432 |