DOPKINS WEALTH MANAGEMENT, LLC

CRD 124209File 801-61818

APPROVED

Retail clients

Custody

Filing as of Jun 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$717.0M

Above cohort median (national)

Discretionary AUM

$714.4M

Non-discretionary $2.6M

Clients

312

312 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 14, 2003
Principal office: 200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, 14221
Phone: 716-634-8800
Website: https://www.linkedin.com/DOPKINS-WEALTH-MANAGEMENT-LLC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $717.0M
Discretionary AUM: $714.4M
Non-discretionary AUM: $2.6M
Discretionary accounts: 311
Non-discretionary accounts: 1
Total accounts: 312
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$25.7M
Charitable organizations	5	$2.2M
High net worth individuals	140	$650.4M
Pension and profit sharing plans	7	$6.2M
Individuals (other than high net worth individuals)	149	$32.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.