Dopkins Wealth Management, LLC
Dopkins Wealth Management, LLC is an SEC-registered wealth manager in Williamsville, NY with $717.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Dopkins Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124209, SEC 801-61818, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $717.0M (2026-06-23)
- Firm type
- Wealth Manager
- Location
- Williamsville, NY
- Employees
- 6
- Clients
- 312
- CRD
- 124209
- Ownership
- EMMERLING, THOMAS, RAYMOND; FADALE, CHARLES, MARTIN; FORNASIERO, JOSEPH, BONIFACE; POLLOCK, ROBERT, EMMETT; CANNON, BRIAN, G
How much AUM does Dopkins Wealth Management, LLC have?
Dopkins Wealth Management, LLC reported $717.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Dopkins Wealth Management, LLC?
Disclosed owners and executives of Dopkins Wealth Management, LLC include EMMERLING, THOMAS, RAYMOND, FADALE, CHARLES, MARTIN, FORNASIERO, JOSEPH, BONIFACE, POLLOCK, ROBERT, EMMETT, CANNON, BRIAN, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.