Dopkins Wealth Management, LLC
● SEC registered since 2003CRD 124209SEC# 801-61818Williamsville, NY
Reg. AUM
$717M
Employees
6
Accounts
312
Location
Williamsville, NY
Dopkins Wealth Management, LLC assets under management
Dopkins Wealth Management, LLC is an investment advisory firm registered with the SEC based in Williamsville, NY. The firm has been registered since 2003. It reports $717 million in regulatory assets under management and employs 6 people.
Dopkins Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Angelo Nigro Control | Member | 10-25% | 2018 |
| Andrew John Reading Control | Member | 10-25% | 2023 |
| Bartholomew Francis McGloin Control | Member | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Dopkins Wealth Management, LLC manage?
Dopkins Wealth Management, LLC reports $717 million in regulatory assets under management on its Form ADV.
How many employees does Dopkins Wealth Management, LLC have?
Dopkins Wealth Management, LLC reports 6 employees.
Where is Dopkins Wealth Management, LLC located?
Dopkins Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 2003.
Does Dopkins Wealth Management, LLC disclose fund performance?
Dopkins Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 International Drive, Williamsville, NY 14221 |
| Phone | 716-634-8800 |
| Fax | 716-634-8987 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$717M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$717Mregulatory AUM
Discretionary $714.4MNon-discretionary $2.6M