Levi Pettit

Levi Pettit is the Managing Partner of Dornick Wealth Management, a firm he founded to provide planning-first financial guidance for individuals, families, and business owners.

An MBA graduate of the Pepperdine Graziadio Business School, Levi brings a diverse background in investment management, private equity, and banking. Prior to launching Dornick, he served as an Investment Associate at a single-family office, where he managed portfolios focused on venture capital and private equity, conducted due diligence, and oversaw investment performance.

Levi began his career in commercial banking as an Enterprise Risk Management Analyst and later worked as a Credit Analyst at Veritex Bank. He earned his undergraduate degree from the University of Texas at Dallas, graduating Magna Cum Laude with a double major in Finance and Economics. A former collegiate golf team captain, he was twice recognized as a Cleveland/Srixon Academic All-America Scholar.

Levi holds both the CFA® charter and the CFP® designation, blending technical expertise with real-world insight to help clients pursue their financial goals with clarity and confidence.