A complete list of active advisors currently associated with Dogpatch Wealth

Warmer can help you find a great advisor at Dogpatch Wealth or one who fits your needs even better.

Dogpatch Wealth provides discretionary investment management and comprehensive wealth-management services to individuals, including high net worth clients, as well as trusts, estates, and private foundations. As of March 2, 2026, the firm reports approximately $69.5 million in discretionary assets across 157 clients and 274 accounts. The firm develops individualized investment policy statements and implements portfolio strategies that draw from equities, fixed income, mutual funds, ETFs, options and limited partnership interests, and may recommend alternative and private placement investments where suitable. Dogpatch also serves as investment adviser and general partner to a venture capital fund-of-funds that invests in early- to growth-stage venture capital funds and co-investments, a pooled vehicle offered only to accredited investors. Noteworthy distinctions include the firm’s role as a private fund adviser and general partner to its venture fund-of-funds, with attendant disclosures about J-curve, fund selection, and manager concentration risks, and its documented use of options and other derivative strategies (and potential margin) in separately managed accounts. The brochure also highlights the firm’s small, sole-member structure with recent AUM growth and its participation in institutional services through Charles Schwab, plus occasional trustee roles for client-created trusts, which create additional oversight and conflict considerations.

To learn more about the advisors currently working at Dogpatch Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.