DOPKINS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$717,043,710
Discretionary
$714,420,326
Non-discretionary
$2,623,384
Firm details
- CRD number
- 124209
- SEC file number
- 801-61818
- Main office
- WILLIAMSVILLE, NY, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.