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Home > Retirement Planners > colorado > greenwood village > DODDS WEALTH, LLC
DODDS WEALTH, LLC
5251 Dtc Parkway Ste 720
Greenwood Village, Colorado 80111
Tel: 303-539-3900
About DODDS WEALTH, LLC
DODDS WEALTH, LLC, formally registered with the SEC as DODDS WEALTH, LLC. The firm was established in 12/08/2022. They have over 2 offices throughout the country.
DODDS WEALTH, LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $637,995,577 assets under management, offering retirement planning & investment advisory services to 1276 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323632 |
| SEC# | 801-127016 |
| Assets Managed by Firm | $637,995,577 |
| No. of Clients | 1276 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1276 | $637,995,577 |
| Individuals (other than high net worth individuals) | 284 | $139,684,497 |
| High net worth individuals | 155 | $494,555,108 |
| Corporations or other businesses | Fewer than 5 clients | $3,755,972 |
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|---|---|---|---|
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