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Dodds Wealth, LLC

● SEC registered since 2022CRD 323632SEC# 801-127016Greenwood Village, CO
Export (members)
Reg. AUM
$638M
Employees
12
Accounts
1,276
Location
Greenwood Village, CO

Dodds Wealth, LLC assets under management

Dodds Wealth, LLC is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2022. It reports $638 million in regulatory assets under management and employs 12 people.

Dodds Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dodds Wealth Management Group, LLC ControlManaging MemberOver 75%2022
John Michael Dodds ControlChief Compliance OfficerUnder 5%2022
Andrew T Dodds ControlMember50-75%2022

Frequently asked questions

How much does Dodds Wealth, LLC manage?

Dodds Wealth, LLC reports $638 million in regulatory assets under management on its Form ADV.

How many employees does Dodds Wealth, LLC have?

Dodds Wealth, LLC reports 12 employees.

Where is Dodds Wealth, LLC located?

Dodds Wealth, LLC is based in Greenwood Village, CO and has been SEC-registered since 2022.

Does Dodds Wealth, LLC disclose fund performance?

Dodds Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111
Phone303-539-3900
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$635.5M
Non-discretionary$2.5M
Total (RAUM)$638M