DOPKINS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2003

Total AUM

$717M

Discretionary

$714M

100% of AUM

Avg account

$2.3M

Accounts

312

Employees

Advisory reps

Firm details

Headquarters: WILLIAMSVILLE, New York
CRD number: 124209
Registered since: March 14, 2003
Website: dopkins.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.71%
Individuals4.55%
Corporations / Businesses3.58%
Pension & Profit Sharing Plans0.86%
Charitable Organizations0.3%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dopkins Wealth Management, LLC is an independent RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm manages portfolios with a mix of manager-driven and in-house strategies, providing portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and the selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures, reflecting flexibility for larger institutional mandates and high-net-worth relationships. Investment activity tilts toward public funds and pooled vehicles rather than concentrated single-stock bets. The firm's 13F filings show a clear preference for ETF exposure, with a single large ETF — Dimensional Us Core Equity 2 Etf — as the top holding, signaling reliance on broad, core equity sleeves for core risk exposure. Dopkins is not positioned as an active ESG investor and does not register as a multi-state adviser; its corporate form is a limited liability company established in 2003 and owner-controlled.