This brochure supplement provides information about Brian Harold Doench that supplements 

the Doench Wealth Management, LLC brochure. You should have received a copy of that 

brochure. Please contact Brian Harold Doench if you did not receive Doench Wealth 

Management, LLC’s brochure or if you have any questions about the contents of this 

supplement.

Additional information about Brian Harold Doench is also available on the SEC’s website at 

www.adviserinfo.sec.gov.

Doench Wealth Management, LLC 

Form ADV Part 2B – Individual Disclosure Brochure 

for 

Brian Harold Doench

Personal CRD Number: 5362280

Investment Adviser Representative

Doench Wealth Management, LLC 

1504 Bay Road, Suite 2901 

Miami Beach, FL 33139 

(843) 422-6478

briandoench@gmail.com 

UPDATED: 12/19/2014 

EXHIBIT "2"

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Item 2: Educational Background and Business Experience

Name: Brian Harold Doench Born: 1975

Educational Background and Professional Designations:

Education:

Masters of Arts in Law and Diplomacy Development and Economics, Fletcher 

School of Law and Diplomacy, Tufts University – 2006

Bachelor of Science, Evolutionary Biology, University of Colorado Boulder – 1999

Business Background:

04/2014 – Present Principal & CCO

Doench Wealth Management, LLC

06/2008 – 09/2014 Financial Advisor

NEXT Financial Group, Inc.

d/b/a Doench Wealth Management

Item 3: Disciplinary Information

There are no legal or disciplinary events that are material to a client’s or prospective client’s 

evaluation of this advisory business.

Item 4: Other Business Activities

Brian Harold Doench is a licensed insurance agent. From time to time, he will offer clients advice 

or products from those activities. Clients should be aware that these services pay a commission 

and involve a conflict of interest, as commissionable products conflict with the fiduciary duties 

of a registered investment adviser. Doench Wealth Management, LLC always acts in the best 

interest of the client; including the sale of commissionable products to advisory clients. Clients 

are in no way required to utilize the services of any representative of Doench Wealth 

Management, LLC in such individual’s outside capacities.

Mr. Doench also owns a rental property through which he receives rental income.

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Item 5: Additional Compensation

Brian Harold Doench does not receive any economic benefit from any person, company, or 

organization, other than Doench Wealth Management, LLC in exchange for providing clients 

advisory services through Doench Wealth Management, LLC.

Item 6: Supervision

As the only owner and representative of Doench Wealth Management, LLC, Brian Harold Doench 

supervises all activities of the firm. Brian Harold Doench's response information is on the cover 

page of this disclosure document. Brian Harold Doench adheres to all required regulations 

regarding the activities of an Investment Adviser Representative and follows all policies and 

procedures outlined in the firm’s policies and procedures manual, including the Code of Ethics, 

and appropriate securities regulatory requirements.

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Item 7: Requirements For State Registered Advisers

This disclosure is required by Florida state securities authorities and is provided for your use in evaluating 

this investment advisor representative’s suitability.

A. Brian Harold Doench has NOT been involved in any of the events listed below.

1. An award or otherwise being found liable in an arbitration claim alleging damages in 

excess of $2,500, involving any of the following: 

a) an investment or an investment-related business or activity; 

b) fraud, false statement(s), or omissions; 

c) theft, embezzlement, or other wrongful taking of property; 

d) bribery, forgery, counterfeiting, or extortion; or 

e) dishonest, unfair, or unethical practices. 

2. An award or otherwise being found liable in a civil, self-regulatory organization, or 

administrative proceeding involving any of the following: 

a) an investment or an investment-related business or activity; 

b) fraud, false statement(s), or omissions; 

c) theft, embezzlement, or other wrongful taking of property; 

d) bribery, forgery, counterfeiting, or extortion; or 

e) dishonest, unfair, or unethical practices. 

B. Brian Harold Doench has NOT been the subject of a bankruptcy petition in the past ten 

years.

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