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DODDS WEALTH, LLC
CRD 323632File 801-127016
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$706.2M
Above cohort median (national)
Discretionary AUM
$702.3M
Non-discretionary $3.9M
Clients
421
1,338 accounts
Employees
11
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 8, 2022
- Principal office
- 5251 DTC PARKWAY STE 720, GREENWOOD VILLAGE, CO, 80111
- Phone
- 303-539-3900
- Website
- https://www.doddswealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $706.2M
- Discretionary AUM
- $702.3M
- Non-discretionary AUM
- $3.9M
- Discretionary accounts
- 1,326
- Non-discretionary accounts
- 12
- Total accounts
- 1,338
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $23.7M |
| High net worth individuals | 179 | $102.0M |
| Individuals (other than high net worth individuals) | 242 | $580.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.