Dopkins Wealth Management is an investment advisor in Williamsville with $637.19 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
161566478
SEC advisor number
801-61818
FINRA CRD number
124209
AUM ?
$618.05 mm
(as of 24 Jul 24)
Accounts
719
(as of 24 Jul 24)
Employees
6
(5 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22