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, SEC-registered registered investment adviser organized as an LLC and active since 2022. The firm focuses on individual and family clients and describes itself as a capital allocator that both manages portfolios and selects outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Billing methods include a percentage-of-AUM fee, hourly charges, and fixed-fee arrangements. The firm identifies 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
1 of 1ANDREW DODDS
Founder and CEOCRD 2143266
Contacts
3 of 6Natalie Ford
Associate AdvisorCRD 7728556
BRENT LEE
Partner, Operations ManagerCRD 6549453
JOHN DODDS
President, Financial AdvisorCRD 6828888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$462M in ETFs
94%
$434M
5%
$27.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $56.7M | 685,118 | 12.28% |
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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