# Dornick Wealth Management

> Dornick Wealth Management is a state-registered investment advisory firm in Dallas, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 335053
- Filed as: DORNICK WEALTH MANAGEMENT
- Legal name: Dornick Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335053
- AdvisorCensus page: https://advisorcensus.com/firm/dornick-wealth-management-dallas-tx-335053

## Quick answers

**How is Dornick Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Dornick Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Dornick Wealth Management located?**
Dornick Wealth Management's principal office is in Dallas, TX, according to its Form ADV.

**Is Dornick Wealth Management registered with the SEC or a state?**
Dornick Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335053.

**How much does Dornick Wealth Management manage?**
Dornick Wealth Management reports $61,425,553 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Dornick Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); charitable organizations (2).

**Does Dornick Wealth Management 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/335053

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,425,553
- Discretionary: $61,425,553
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 24 | $61,086,707 |
| Charitable organizations | 2 | $338,846 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dornick.com
- levipettit.substack.com
- LinkedIn @dornick-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dornick Wealth Management (CRD 335053): Form ADV filing data as of October 2026.