| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Angelo Nigro Control | Member | 10-25% | 2018 |
| Andrew John Reading Control | Member | 5-10% | 2023 |
| Bartholomew Francis McGloin Control | Member | 10-25% | 2019 |
Dopkins Wealth Management, LLC reports $645.6 million in regulatory assets under management on its Form ADV.
Dopkins Wealth Management, LLC reports 7 employees.
Dopkins Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 2003.
Dopkins Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 International Drive, Williamsville, NY 14221 |
| Phone | 716-634-8800 |
| Fax | 716-634-8987 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $643.3M |
| Non-discretionary | $2.3M |
| Total (RAUM) | $645.6M |