DODDS WEALTH, LLC

DODDS WEALTH, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 323632). Regulatory assets under management: $706.2M.

Registration

• CRD: 323632
• SEC file number: 801-127016
• Type: Registered investment adviser
• Location: 5251 DTC PARKWAY STE 720, GREENWOOD VILLAGE, CO, 80111
• Phone: 303-539-3900
• Latest filing: 2026-05-26
• Regulatory AUM: $706.2M
• Discretionary AUM: $702.3M
• Non-discretionary AUM: $3.9M
• Clients: 11
• Accounts: 1,338

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323632 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search