Dopkins Wealth Management, LLC
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
FINTRXOverview
Dopkins Wealth Management, LLC is an independent registered investment adviser formed in 2003 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional and business clients. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of outside advisers. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements. The firm operates as a capital allocator and uses third-party managers when appropriate. It is not identified as an active ESG investor and does not report multi-state adviser status. An accounting affiliation is noted among its industry relationships.
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 Funds70%
- State & Local Bonds13%
- US Government Bonds7%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Lynn Jackson
Chief Compliance OfficerCRD 5765263
Contacts
3 of 12
Kevin Monheim
Senior Wealth AdvisorCRD 7650388
Thomas Emmerling
PartnerCRD 7400560
Albert Nigro
PartnerCRD 7012101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$238M in ETFs
28%
$65.5M
72%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34.5M | 888,785 | 14.51% |
Location
Williamsville, NY
Erie
Location
Williamsville, NY
Headquartered in Williamsville, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 200 International Dr
- Time zone
- ET (UTC-5)
- Office locations
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