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 advisory firm organized as an LLC and operating since 2003. The firm serves both individual and family clients as well as institutional accounts, acting as a capital allocator that selects third‑party managers in addition to managing client portfolios directly. Its advisory lineup includes portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and the selection of other advisers. Fees are charged as a percentage of assets under management and through fixed‑fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Thomas Emmerling
Managing MemberCRD 4634251
Gregory Urban
PartnersCRD 6865013
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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