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, SEC-registered registered investment adviser organized as an LLC and operating since 2003. The firm serves both individual/family and institutional clients and acts as a capital allocator, directing client capital to external managers where appropriate. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed fees. The firm does not identify as an active ESG investor and lists an industry affiliation with accounting professionals.
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 77Active vs passive
$266M in ETFs
29%
$75.7M
71%
$190M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $39.3M | 885,725 | 14.79% |
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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