DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

DOUUGH WEALTH

DOUUGH WEALTH, LLC, CRD 312558

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90fea0ed-6b78-11f3-dc41-4a2c7e87ab9a

Data as of May 23, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Feb 18, 2021 to May 23, 2022
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $13,280Item 5.F on the latest filing (2022-05-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $13,280
Private client RAUM: $13,280derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 147
Individual clients: 147
Custody, client assets: $13,280
SEC number: 801-120566
CRD: 312558
Filings on the tape: 11
First filed: Feb 18, 2021
Latest filed: May 23, 2022
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOUUGH TECHNOLOGIES PTY LTD.	Owner	E	yes	09/2020	Feb 18, 2021	May 23, 2022
DOUUGH USA LLC	Member	E	yes	08/2018	Feb 18, 2021	May 23, 2022
ISRAEL, ADAM, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	05/2022	May 23, 2022	May 23, 2022
Taylor, Andrew	CEO/FOUNDER	C	yes	09/2020	Feb 18, 2021	May 23, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 31, 2022	$13,280	$13,280	2	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$13,280	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

Controls (4)

← ISRAEL, ADAM, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 23, 2022 to presentfactForm ADV
← Taylor, AndrewOwnerCEO/FOUNDER, ownership code C, individual
Feb 18, 2021 to presentfactForm ADV
← DOUUGH TECHNOLOGIES PTY LTD.OwnerOWNER, ownership code E, foreign entity
Feb 18, 2021 to presentfactForm ADV
← DOUUGH USA LLCOwnerMEMBER, ownership code E, foreign entity
Feb 18, 2021 to presentfactForm ADV

Registered with (2)

← EVAN ALEXANDER KULAKAdvisorregistration: previous registration
Mar 31, 2021 to Mar 30, 2023factForm ADV
← Michael James McDermottAdvisorregistration: previous registration
Nov 2, 2021 to Mar 30, 2023factForm ADV

Dated events

Occurred
Mar 30, 2023
Advisor changed firm
Michael James Mcdermott left Douugh Wealth for Richr Money Llc (registered 2023-11-08)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Advisor departed, no destination yet
Evan Alexander Kulak no longer registered at Douugh Wealth; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
May 23, 2022
Control person left
Alexander Evan Kulak (Financial Advisor Chief Compliance Officer) no longer on Schedule A of Douugh Wealth (listed 2022-04-13, absent 2022-05-23)
Form ADVobserved 5 days ago
Occurred
May 23, 2022
Control person joined
Michael Adam Israel (Chief Compliance Officer) appeared on Schedule A of Douugh Wealth
Form ADVobserved 5 days ago
Occurred
Feb 18, 2021
First Form ADV filing
Douugh Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90fea0ed-6b78-11f3-dc41-4a2c7e87ab9a
First observed: Feb 18, 2021
Last observed: May 23, 2022 52 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DOUUGH WEALTH

DOUUGH WEALTH, LLC, CRD 312558

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90fea0ed-6b78-11f3-dc41-4a2c7e87ab9a

Data as of May 23, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:24 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOUUGH TECHNOLOGIES PTY LTD.

Owner

yes

09/2020

Feb 18, 2021

May 23, 2022

DOUUGH USA LLC

Member

yes

08/2018

Feb 18, 2021

May 23, 2022

ISRAEL, ADAM, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

05/2022

May 23, 2022

Taylor, Andrew

CEO/FOUNDER

yes

09/2020

Feb 18, 2021

May 23, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$13,280

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$13,280

n/a