Dakota
Dakota
Book a Demo
Talk to an Expert

Dornick Wealth Management LLC

EST. AUM
$61,425,553

CONTACTS
1

CLIENT ACCOUNTS
63

Firm Details

Metro area Dallas
CRD Number 335053
Website dornickwealth.com
Client types

Overview

Dornick Wealth Management LLC is a Texas-based, fee-only registered investment adviser founded in January 2025. The firm provides comprehensive wealth management and financial planning services to individuals, families, and business owners. Led by principal owner and Chief Compliance Officer Michael Levi Pettit, Dornick is committed to delivering independent, client-centric advice free from commission-based conflicts of interest. As a limited liability company registered with regulatory authorities in 2025, Dornick focuses on long-term planning strategies aligned with each client’s financial objectives, risk tolerance, and personal values. Its services include customized investment management, retirement planning, tax-efficient strategies, estate planning guidance, and business consulting.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy