DOPKINS WEALTH MANAGEMENT, LLC

DOPKINS WEALTH MANAGEMENT, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 124209). Regulatory assets under management: $717.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (23)

NameRoleLocation
Thomas Raymond EmmerlingMANAGING MEMBER
Lynn Alice JacksonCHIEF COMPLIANCE OFFICER
Gregory Joseph UrbanMEMBER
Albert Angelo NigroMEMBER
Bartholomew Francis McgloinMEMBER
Andrew John ReadingMEMBER
Thomas Joseph EmmerlingMEMBER
DOPKINS LEONARD ARNOLDMEMBER
EMMERLING THOMAS RAYMONDMANAGING MEMBER
FADALE CHARLES MARTINMEMBER
FORNASIERO JOSEPH BONIFACEMEMBER
POLLOCK ROBERT EMMETTMEMBER
SCIARRINO JAMES GEORGEMEMBER
CANNON BRIAN GMANAGING DIRECTOR; MANAGING DIRECTOR, CCO; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
MCWATTERS JOSEPH WILLIAMMEMBER
JACKSON LYNN ALICECHIEF COMPLIANCE OFFICER
KEATING BRIAN EDWARDMANAGING DIRECTOR
MAJORS TERESA MURPHYMEMBER
URBAN GREGORY JOSEPHMEMBER
NIGRO ALBERT ANGELOMEMBER
McGloin Bartholomew FrancisMEMBER
READING ANDREW JOHNMEMBER
Emmerling Thomas JosephMEMBER

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