Dopkins Wealth Management LLC


Assets, Funds, Holdings

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Dopkins Wealth Management LLC
CRD #124209
SEC #801-61818
AUM $513.3 MM (99% Disc, 100% US)
Employees11 (45% Investors, 0% Brokers)
Address200 International Drive
Williamsville, NY 14221
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Fishman JAY A Ltd
MI 0.5
Cherry Bekaert Wealth Management LLC
VA 0.5
Arlington Financial Advisors LLC
CA 0.5
Botree Investments LLC
NJ 0.5
Family WMS LLC
GA 0.5
Strategy Asset Managers LLC
CA 0.5
Synovus Investment Advisors Inc
GA 0.5
Montis Financial LLC
MA 0.5
The Waterford Group LLC
NY 0.5
ASB Consultores LLC
FL 0.5
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