Dodds Wealth, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 323632
- Registered since
- December 8, 2022
- Website
- www.doddswealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals82.2%
- HNWI14.45%
- Corporations / Businesses3.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dodds Wealth, LLC is an independent registered investment adviser operating as a limited liability company. The firm registered with the SEC in 2022 and serves primarily individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Dodds Wealth charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees, and it identifies itself as a capital allocator that deploys assets to external managers. The firm also describes itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$498M in ETFs
95%
$473M
4%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB) | State Street | Passive | Corporate Bond | $55.4M | 1,716,411 | 11.13% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 5251 Dtc Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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