# DOPKINS WEALTH MANAGEMENT, LLC

DOPKINS WEALTH MANAGEMENT, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 124209
- Type: SEC-registered investment adviser
- SEC file number: 801-61818
- Location: 200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, 14221
- Phone: 716-634-8800
- Latest filing: 2026-06-23
- Regulatory AUM: $717.0M
- Discretionary AUM: $714.4M
- Non-discretionary AUM: $2.6M
- Clients: 6
- Accounts: 312

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Raymond Emmerling | MANAGING MEMBER | — |
| Lynn Alice Jackson | CHIEF COMPLIANCE OFFICER | — |
| Gregory Joseph Urban | MEMBER | — |
| Albert Angelo Nigro | MEMBER | — |
| Bartholomew Francis Mcgloin | MEMBER | — |
| Andrew John Reading | MEMBER | — |
| Thomas Joseph Emmerling | MEMBER | — |
| DOPKINS LEONARD ARNOLD | MEMBER | — |
| EMMERLING THOMAS RAYMOND | MANAGING MEMBER | — |
| FADALE CHARLES MARTIN | MEMBER | — |
| FORNASIERO JOSEPH BONIFACE | MEMBER | — |
| POLLOCK ROBERT EMMETT | MEMBER | — |
| SCIARRINO JAMES GEORGE | MEMBER | — |
| CANNON BRIAN G | MANAGING DIRECTOR; MANAGING DIRECTOR, CCO; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| MCWATTERS JOSEPH WILLIAM | MEMBER | — |
| JACKSON LYNN ALICE | CHIEF COMPLIANCE OFFICER | — |
| KEATING BRIAN EDWARD | MANAGING DIRECTOR | — |
| MAJORS TERESA MURPHY | MEMBER | — |
| URBAN GREGORY JOSEPH | MEMBER | — |
| NIGRO ALBERT ANGELO | MEMBER | — |
| McGloin Bartholomew Francis | MEMBER | — |
| READING ANDREW JOHN | MEMBER | — |
| Emmerling Thomas Joseph | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124209/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124209/similar
- Related entities: https://search.stillhousedata.com/firm/124209/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124209

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.