# Doench Wealth Management, LLC

> Doench Wealth Management, LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 7, 2024.

- CRD: 171515
- Filed as: DOENCH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: October 7, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171515
- AdvisorCensus page: https://advisorcensus.com/firm/doench-wealth-management-llc-171515

## Quick answers

**How is Doench Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Doench Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Doench Wealth Management, LLC registered with the SEC or a state?**
Doench Wealth Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 171515.

**How much does Doench Wealth Management, LLC manage?**
Doench Wealth Management, LLC reports $4,000,000 in regulatory assets under management in its Form ADV filing dated October 7, 2024 (99% discretionary).

**What types of clients does Doench Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Doench Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171515

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,000,000
- Discretionary: $3,950,000
- Non-discretionary: $50,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $1,500,000 |
| High net worth individuals | Fewer than 5 | $2,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Doench Wealth Management, LLC (CRD 171515): Form ADV filing data as of October 2026.