Dodds Wealth, LLC

RIASEC RegisteredEst. 2022

Total AUM

$706M

Discretionary

$702M

99% of AUM

Avg account

$528K

Accounts

1,338

Employees

Advisory reps

Firm details

Headquarters: Greenwood Village, Colorado
CRD number: 323632
Registered since: December 8, 2022
Website: www.doddswealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals82.2%
HNWI14.45%
Corporations / Businesses3.35%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dodds Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Dodds Wealth operates as a capital allocator — they deploy client capital across in‑house strategies and external managers rather than relying solely on proprietary products. Their fee model includes a percentage of assets under management plus the ability to charge hourly and fixed fees for planning or other engagements. The firm identifies as an active ESG investor, incorporating environmental, social, or governance considerations into at least some of its investment decisions. Dodds Wealth is not listed as a multistate adviser and is classified as an independent RIA controlled by domestic entity and individual owners.