Overview
Assets Under Management: $638 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 155
Average Client Assets: $3 million
Frequently Asked Questions
DODDS WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323632), DODDS WEALTH, LLC is subject to fiduciary duty under federal law.
DODDS WEALTH, LLC is headquartered in GREENWOOD VILLAGE, CO.
DODDS WEALTH, LLC serves 155 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, DODDS WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DODDS WEALTH, LLC manages $638 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, DODDS WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,276
Discretionary Accounts: 1,266
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 323632
Last Filing Date: 2025-02-20 00:00:00
Website: https://doddswealth.com