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| Happy Holidays!! thanks for using AUM13F!! |
| Dopkins Wealth Management LLC
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|---|---|
| CRD # | 124209 |
| SEC # | 801-61818 |
| CIK # | 0001904152 |
| AUM | $645.6 M (2025-04-04) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 716-634-8800 |
| Address | 200 International Drive Williamsville, NY 14221 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 27.2 |
| (b) Individuals (high net worth individuals) | 136 | 584.0 |
| (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 | 12 | 10.1 |
| (h) Charitable organizations | 4 | 1.1 |
| (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 | 11 | 23.2 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 645.6 |
| By Discretionary | ||
| Discretionary | 740 | 643.3 |
| Non-Discretionary | 1 | 2.3 |
| Total | 741 | 645.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 645.6 | |
| Total | 741 | 645.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904152] |
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