Tag: levi pettit


  • Why This Former Family Office Executive Is Betting Against Industry Growth Metrics

    The wealth management industry measures success through assets under management, client acquisition rates, and revenue growth. Levi Pettit thinks those metrics are fundamentally broken. The newly minted founder of Dornick Wealth Management has structured his firm around principles that directly contradict conventional wisdom about scaling financial advisory businesses. Where most firms chase growth, Pettit has…