Dodds Wealth is an investment advisor in Greenwood Village with $429.58 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
920936676
SEC advisor number
801-127016
FINRA CRD number
323632
AUM ?
$429.58 mm
(as of 29 Jun 23)
Accounts
330
(as of 29 Jun 23)
Employees
11
(6 investment advisory or research)
Office hours
Monday - Friday, 8AM TO 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dodds Wealth Management Group, LLC | Managing Member | 09/2022 | > 75% |
Dodds, Andrew, T | Member | 09/2022 | > 75% |
Dodds, John, Michael | Chief Compliance Officer | 09/2022 | < 5% |
Latest filings (excl ownership)
No filings