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DOPKINS WEALTH MANAGEMENT, LLC
CRD 124209 · SEC 801-61818
200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, 14221, United States
Phone
716-634-8800
Fax
716-634-8987
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$717.0M
Discretionary AUM
$714.4M
Team
6 total employees; 4 advisory reps; 30 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $32.6M |
| High net worth individuals | 140 | $650.4M |
| Pension/profit sharing plans | 7 | $6.2M |
| Charitable organizations | 5 | $2.2M |
| Corporations/business entities | 11 | $25.7M |
States served
MA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD