Dornick Wealth Management

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Client assets under management

$61,086,707

Clients

100% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$2,545,279

About

Dornick Wealth Management provides wealth management and financial planning services to high‑net‑worth individuals, focusing on ongoing investment management, personalized financial planning, and project‑based engagements. The firm’s services cover a broad set of planning topics — including retirement, estate, tax planning considerations, employee benefits, and college savings — and it advises on traditional and alternative investments when suitable.

The firm’s investment process centers on asset allocation informed by modern portfolio theory and a combination of passive and active strategies, implemented on either a discretionary or non‑discretionary basis as agreed with each client. Dornick delivers individualized financial plans at no additional charge and uses custodial and technology platforms, including a model marketplace service, to implement and support client portfolios.

Noteworthy features for a small advisory team include a concentrated client roster with a high account minimum and an explicit focus on HNW clients while excluding non‑HNW individual retail clients. Dornick also follows several less common operating practices: it does not aggregate client trades into block orders, it does not vote client proxies, and it describes itself as a fee‑only adviser that provides project‑based planning without a separate fee.

Client services

Portfolio management

Expertise

Business exit / sale strategy College savings (529s, UTMA, etc.) Cash flow / budgeting

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals

Fee options

Percentage

1% of assets under management annually

Other

Account minimum: $1,000,000 Fee-only: Fee-only firm; no commissions or sales-related compensation

Main office location

Dornick Wealth Management

4131 N Central Expressway, Suite 900

Dallas TX 75204, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 214-945-2126

Advisors at this firm

Jonathan L

Series 66

Washington, TX

Dornick Wealth Management

Jonathan Lusk is a financial advisor at Dornick Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has been with Dornick since 2025, previously operating JKLUSK, LLC (formerly Vine Capital Advisors, LLC) since 2016. Outside of his advisory work, he is President and Co-Founder of BirdDog Adventures, Inc., a non-investment business. Dornick Wealth Management serves high-net-worth individuals, offering wealth management and financial planning with a focus on retirement, estate, tax planning, employee benefits, and college savings. The firm employs an investment approach centered on asset allocation using both passive and active strategies and provides individualized financial plans without additional charges.

Business exit / sale strategy College savings (529s, UTMA, etc.) Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Established Professionals

Michael P

CFP®, CFA®, Series 63

Dallas, TX

Dornick Wealth Management

Michael Pettit is a financial advisor at Dornick Wealth Management in Dallas, TX, holding the CFP® and CFA® designations with one year of industry experience. He has worked at several firms, including Oak Hills Securities, Inc. and Merritt Plus. Outside of his advisory role, he is associated with L&E Properties, LLC, a non-investment related real estate business. Dornick Wealth Management serves high-net-worth individuals, offering wealth management and financial planning with an emphasis on retirement, estate, and tax planning. The firm’s investment approach combines passive and active strategies guided by modern portfolio theory and delivers customized financial plans without additional charge.

Business exit / sale strategy College savings (529s, UTMA, etc.) Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Established Professionals

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