DODOK WEALTH AND INVESTMENT ADVISORS LLC

Overview

Dodok Wealth And Investment Advisors LLC operates as a small, fee-for-service advisory firm focused on financial planning and non-discretionary advice. The firm reports an owner of individual type and uses an hourly and other fee structure rather than packaged, asset-based advisory fees. Its filings show a concentrated operating model: limited assets under management, no designation as an active ESG investor, and no indication of multi-state advisory registration. Investment activity appears centered on model and mutual fund allocations rather than direct, discretionary stock-picking or in-house portfolio management. The firm’s classification is listed as unclassified, and it does not self-identify as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices