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Brian Harold Doench

Doench Wealth Management, LLC

Charlottesville, VA

CRD 5362280

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Employer firm

Doench Wealth Management, LLC CRD 171515

$4.00M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Doench Wealth Management, Llc

Charlottesville, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-02-10
  • VA RA
    APPROVED
    Since 2016-02-10

Branch Locations

Charlottesville, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Doench Wealth Management, Llc Miami Beach FL 04/2014 Present
Previous Registrations
  • 2008-01-30 → 2014-09-04
    Next Financial Group, Inc.
    Houston, TX
    Miami Beach, FL
    Houston, TX
    Bluffton, SC
Other Businesses

(1) BRIAN DOENCH OWNS A RENTAL PROPERTY THROUGH WHICH HE RECEIVES RENTAL INCOME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-22
  • S66 Uniform Combined State Law Examination
    2008-01-22

View on SEC IAPD

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