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| Keyboard |
| Dodds Wealth LLC
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|---|---|
| CRD # | 323632 |
| SEC # | 801-127016 |
| CIK # | 0001973728 |
| AUM | 706.2 M (2026-05-26) |
| Employees | 11 (64% Investors, 64% Brokers) |
| Phone | 303-539-3900 |
| Address | 5251 Dtc Parkway Ste 720 Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Nvidia Corp | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| Health Care REIT Inc /DE/ | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Johnson & Johnson | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 580.5 |
| (b) Individuals (high net worth individuals) | 179 | 102.0 |
| (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 | 23.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,338 | 706.2 |
| By Discretionary | ||
| Discretionary | 1,326 | 702.3 |
| Non-Discretionary | 12 | 3.9 |
| Total | 1,338 | 706.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 706.2 | |
| Total | 1,338 | 706.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973728] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arc Advisory LLC
✚
|
CA | 708.3 M |
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Manske Wealth Management LLC
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TX | 707.3 M |
|
Duncker Streett & Co LLC
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MO | 707.3 M |
|
E & G Advisors LP
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TX | 706.9 M |
|
Northcape Wealth Management LLC
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NY | 706.1 M |
|
Skinner Copper & Ehmen Wealth Management LLC
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IL | 705.7 M |
|
Bond & Devick Financial Network Inc
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|
MN | 705.5 M |
|
Rempart Asset Management Inc
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|
705.2 M | |
|
Ridgecrest Wealth Partners LLC
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|
CA | 705.1 M |
|
Halter Ferguson Financial Inc
✚
|
IN | 705.0 M |