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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: DOUGHERTY WEALTH MANAGEMENT CRD Number: 149768Annual Amendment All Sections
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Dougherty Wealth Advisers LLC is a financial advisory firm that provides wealth management services to individuals and businesses.
Dougherty Wealth Advisers LLC is required to file annual reports and other documentation with relevant financial regulatory bodies.
To fill out Dougherty Wealth Advisers LLC forms, one must provide accurate financial information and follow the instructions provided by the regulatory authority.
The purpose of Dougherty Wealth Advisers LLC is to help clients manage their finances, investments, and assets in a strategic and prudent manner.
Information that must be reported on Dougherty Wealth Advisers LLC includes financial statements, investment strategies, client portfolios, and regulatory compliance documentation.
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