Dodds Wealth, LLC
● SEC registered since 2022CRD 323632SEC# 801-127016Greenwood Village, CO
Reg. AUM
$706.2M
Employees
11
Accounts
1,338
Location
Greenwood Village, CO
Dodds Wealth, LLC assets under management
Dodds Wealth, LLC is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2022. It reports $706.2 million in regulatory assets under management and employs 11 people.
Dodds Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dodds Wealth Management Group, LLC Control | Managing Member | Over 75% | 2022 |
| John Michael Dodds Control | Chief Compliance Officer | Under 5% | 2022 |
| Andrew T Dodds Control | Member | 50-75% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Dodds Wealth, LLC manage?
Dodds Wealth, LLC reports $706.2 million in regulatory assets under management on its Form ADV.
How many employees does Dodds Wealth, LLC have?
Dodds Wealth, LLC reports 11 employees.
Where is Dodds Wealth, LLC located?
Dodds Wealth, LLC is based in Greenwood Village, CO and has been SEC-registered since 2022.
Does Dodds Wealth, LLC disclose fund performance?
Dodds Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111 |
| Phone | 303-539-3900 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$706.2M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$706.2Mregulatory AUM
Discretionary $702.3MNon-discretionary $3.9M