Location Los Angeles, California, United States Regions Greater Los Angeles Area, West Coast, Western US Gender Male
Website levipettit.me/ LinkedIn View on LinkedIn X (Twitter) View on X
Levi Pettit is the Managing Partner of Dornick Wealth Management, a firm he founded to deliver personalized, planning-first financial guidance for individuals, families, and business owners. In his role, Levi oversees investment strategy and leads the firm’s comprehensive financial planning efforts, combining institutional insight with high-touch
client service.
Prior to launching Dornick, Levi served as an Investment Associate at a first-generation single-family office, managing a portfolio with a focus on private equity and venture capital. His work spanned investment evaluation, due diligence, and portfolio oversight. Earlier in his career, he held roles in commercial banking, including positions as an Enterprise Risk Management Analyst and a Credit Analyst at Veritex Bank.
Levi earned his MBA from the Pepperdine Graziadio Business School and graduated Magna Cum Laude from The University of Texas at Dallas with a double major in Finance and Economics. A former collegiate golf team captain and two-time Cleveland/Srixon Academic All-America Scholar, he holds both the CFA® charter and CFP® certification.
