0001755933-24-000001.txt : 20240122 0001755933-24-000001.hdr.sgml : 20240122 20240122161917 ACCESSION NUMBER: 0001755933-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240122 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Dougherty Wealth Advisers LLC CENTRAL INDEX KEY: 0001755933 ORGANIZATION NAME: IRS NUMBER: 203917316 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19087 FILM NUMBER: 24549080 BUSINESS ADDRESS: STREET 1: 861 LAKE STREET NORTH CITY: WAYZATA STATE: MN ZIP: 55391 BUSINESS PHONE: 612-376-4041 MAIL ADDRESS: STREET 1: 861 LAKE STREET NORTH CITY: WAYZATA STATE: MN ZIP: 55391 FORMER COMPANY: FORMER CONFORMED NAME: Dougherty Wealth Adviser LLC DATE OF NAME CHANGE: 20181015 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001755933 XXXXXXXX 12-31-2023 12-31-2023 Dougherty Wealth Advisers LLC

861 LAKE STREET NORTH WAYZATA MN 55391

13F HOLDINGS REPORT 028-19087 N Todd D. Witcraft 612-376-4041 Todd D. 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