|
⚲
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| Dodds Wealth LLC
✚
| |
|---|---|
| CRD # | 323632 |
| SEC # | 801-127016 |
| CIK # | 0001973728 |
| AUM | $541.3 MM (2024-02-26) |
| Employees | 12 (58% Investors, 58% Brokers) |
| Phone | 303-539-3900 |
| Address | 5251 Dtc Parkway Ste 720 Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.2 | |
| NVDA | 399,550.0 | 1.6 | |
| GOOG | 1,482,566.4 | 1.2 | |
| MSFT | 1,918,222.4 | 0.8 | |
| AMZN | 1,092,997.8 | 0.7 | |
| WELL | 37,624.8 | 0.7 | |
| GOOGL | 1,475,138.5 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 96.3 |
| (b) Individuals (high net worth individuals) | 155 | 441.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,129 | 541.3 |
| By Discretionary | ||
| Discretionary | 1,119 | 538.4 |
| Non-Discretionary | 10 | 2.9 |
| Total | 1,129 | 541.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.3 | |
| Total | 1,129 | 541.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001973728] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rose Capital Advisors LLC
✚
|
FL | 0.5 |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 0.5 |
|
Ridgecrest Wealth Partners LLC
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|
CA | 0.5 |
|
Oak Hill Wealth Advisors LLC
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|
VA | 0.5 |
|
Buckley Wealth Management LLC
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|
NV | 0.5 |
|
Hanlon Investment Management Inc
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|
NJ | 0.5 |
|
Noesis Capital Management Corp
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|
FL | 0.5 |
|
WISS Private Client Advisors LLC
✚
|
NJ | 0.5 |
|
Mason & Associates Inc
✚
|
CA | 0.5 |
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 0.5 |