DOPKINS WEALTH MANAGEMENT, LLC
CRD #124209 SEC #801-61818 WILLIAMSVILLE, NY 716-634-8800
SEC Registered
Total AUM
$645.6M
Discretionary
$643.3M
Employees
7
Clients
--
Accounts
741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $645.6M | $643.3M | $2.3M | 7 | 23 |
| Apr 2025 | $645.6M | $643.3M | $2.3M | 7 | 23 |
| Feb 2025 | $645.6M | $643.3M | $2.3M | 7 | 23 |
| Nov 2024 | $618M | $616M | $2M | 6 | 24 |
| Jul 2024 | $618M | $616M | $2M | 6 | 24 |
| Jun 2024 | $618M | $616M | $2M | 6 | 24 |
| Apr 2024 | $618M | $616M | $2M | 6 | 24 |
| Mar 2024 | $618M | $616M | $2M | 6 | 24 |
| Oct 2023 | $539M | $535.6M | $3.4M | 6 | 11 |
| Jan 2023 | $539M | $535.6M | $3.4M | 6 | 11 |
| May 2022 | $637.2M | $632.6M | $4.6M | 5 | 11 |
| Mar 2022 | $637.2M | $632.6M | $4.6M | 5 | 11 |
| Mar 2022 | $637.2M | $632.6M | $4.6M | 5 | 11 |
| Oct 2021 | $589.4M | $587.5M | $1.9M | 6 | 4 |
| Mar 2021 | $589.4M | $587.5M | $1.9M | 6 | 4 |
| Jun 2020 | $560.9M | $559.2M | $1.7M | 6 | 6 |
| Mar 2020 | $560.9M | $559.2M | $1.7M | 6 | 6 |
| Nov 2019 | $513.3M | $506.8M | $6.6M | 11 | 18 |
| Nov 2019 | $513.3M | $506.8M | $6.6M | 11 | 18 |
| Mar 2019 | $513.3M | $506.8M | $6.6M | 11 | 18 |
| Mar 2019 | $513.3M | $506.8M | $6.6M | 11 | 18 |
| Nov 2018 | $566.6M | $560.6M | $5.9M | 11 | 14 |
| Sep 2018 | $566.6M | $560.6M | $5.9M | 11 | 14 |
| Jun 2018 | $566.6M | $560.6M | $5.9M | 11 | 14 |
| Mar 2018 | $566.6M | $560.6M | $5.9M | 11 | 14 |
| Sep 2017 | $507M | $501.3M | $5.7M | 11 | 300 |
| Mar 2017 | $507M | $501.3M | $5.7M | 11 | 300 |
| Aug 2016 | $460.8M | $452.5M | $8.3M | 10 | 300 |
| Mar 2016 | $460.8M | $452.5M | $8.3M | 11 | 300 |
| Dec 2015 | $473.3M | $464.9M | $8.4M | 10 | 300 |
| Mar 2015 | $473.3M | $464.9M | $8.4M | 10 | 300 |
| Jan 2015 | $436.3M | $428.2M | $8.1M | 13 | 300 |
| Oct 2014 | $436.3M | $428.2M | $8.1M | 13 | 300 |
| Mar 2014 | $436.3M | $428.2M | $8.1M | 13 | 300 |
| Sep 2013 | $438.3M | $432.5M | $5.8M | 12 | 300 |
| Sep 2013 | $438.3M | $432.5M | $5.8M | 12 | 300 |
| Mar 2013 | $438.3M | $432.5M | $5.8M | 12 | 300 |
| Jan 2013 | $464.1M | $458.9M | $5.2M | 15 | 300 |
| Sep 2012 | $464.1M | $458.9M | $5.2M | 11 | 300 |
| May 2012 | $464.1M | $458.9M | $5.2M | 11 | 300 |
| Mar 2012 | $464.1M | $458.9M | $5.2M | 11 | 300 |
| Jul 2011 | $429.2M | $423.8M | $5.4M | -- | -- |
| Mar 2010 | $379.2M | $361.3M | $17.9M | -- | -- |
| Feb 2010 | $379.2M | $361.3M | $17.9M | -- | -- |
| Jun 2009 | $322.5M | $311.4M | $11.1M | -- | -- |
| Mar 2009 | $322.5M | $311.4M | $11.1M | -- | -- |
| Mar 2007 | $359.4M | $354.9M | $4.5M | -- | -- |
| Mar 2007 | $359.4M | $354.9M | $4.5M | -- | -- |
| Mar 2006 | $322.4M | $321.9M | $459.9K | -- | -- |
| Mar 2006 | $322.4M | $321.9M | $459.9K | -- | -- |
| Sep 2004 | $46.4M | $46.4M | $0 | 10 | -- |
| Mar 2004 | $46.4M | $46.4M | $0 | 10 | -- |
| Oct 2003 | $26.8M | $26.8M | $0 | 10 | -- |
DateSep 2025
Total AUM$645.6M
Discretionary$643.3M
Non-Disc.$2.3M
Employees7
Clients23
DateApr 2025
Total AUM$645.6M
Discretionary$643.3M
Non-Disc.$2.3M
Employees7
Clients23
DateFeb 2025
Total AUM$645.6M
Discretionary$643.3M
Non-Disc.$2.3M
Employees7
Clients23
DateNov 2024
Total AUM$618M
Discretionary$616M
Non-Disc.$2M
Employees6
Clients24
DateJul 2024
Total AUM$618M
Discretionary$616M
Non-Disc.$2M
Employees6
Clients24
DateJun 2024
Total AUM$618M
Discretionary$616M
Non-Disc.$2M
Employees6
Clients24
DateApr 2024
Total AUM$618M
Discretionary$616M
Non-Disc.$2M
Employees6
Clients24
DateMar 2024
Total AUM$618M
Discretionary$616M
Non-Disc.$2M
Employees6
Clients24
DateOct 2023
Total AUM$539M
Discretionary$535.6M
Non-Disc.$3.4M
Employees6
Clients11
DateJan 2023
Total AUM$539M
Discretionary$535.6M
Non-Disc.$3.4M
Employees6
Clients11
DateMay 2022
Total AUM$637.2M
Discretionary$632.6M
Non-Disc.$4.6M
Employees5
Clients11
DateMar 2022
Total AUM$637.2M
Discretionary$632.6M
Non-Disc.$4.6M
Employees5
Clients11
DateMar 2022
Total AUM$637.2M
Discretionary$632.6M
Non-Disc.$4.6M
Employees5
Clients11
DateOct 2021
Total AUM$589.4M
Discretionary$587.5M
Non-Disc.$1.9M
Employees6
Clients4
DateMar 2021
Total AUM$589.4M
Discretionary$587.5M
Non-Disc.$1.9M
Employees6
Clients4
DateJun 2020
Total AUM$560.9M
Discretionary$559.2M
Non-Disc.$1.7M
Employees6
Clients6
DateMar 2020
Total AUM$560.9M
Discretionary$559.2M
Non-Disc.$1.7M
Employees6
Clients6
DateNov 2019
Total AUM$513.3M
Discretionary$506.8M
Non-Disc.$6.6M
Employees11
Clients18
DateNov 2019
Total AUM$513.3M
Discretionary$506.8M
Non-Disc.$6.6M
Employees11
Clients18
DateMar 2019
Total AUM$513.3M
Discretionary$506.8M
Non-Disc.$6.6M
Employees11
Clients18
DateMar 2019
Total AUM$513.3M
Discretionary$506.8M
Non-Disc.$6.6M
Employees11
Clients18
DateNov 2018
Total AUM$566.6M
Discretionary$560.6M
Non-Disc.$5.9M
Employees11
Clients14
DateSep 2018
Total AUM$566.6M
Discretionary$560.6M
Non-Disc.$5.9M
Employees11
Clients14
DateJun 2018
Total AUM$566.6M
Discretionary$560.6M
Non-Disc.$5.9M
Employees11
Clients14
DateMar 2018
Total AUM$566.6M
Discretionary$560.6M
Non-Disc.$5.9M
Employees11
Clients14
DateSep 2017
Total AUM$507M
Discretionary$501.3M
Non-Disc.$5.7M
Employees11
Clients300
DateMar 2017
Total AUM$507M
Discretionary$501.3M
Non-Disc.$5.7M
Employees11
Clients300
DateAug 2016
Total AUM$460.8M
Discretionary$452.5M
Non-Disc.$8.3M
Employees10
Clients300
DateMar 2016
Total AUM$460.8M
Discretionary$452.5M
Non-Disc.$8.3M
Employees11
Clients300
DateDec 2015
Total AUM$473.3M
Discretionary$464.9M
Non-Disc.$8.4M
Employees10
Clients300
DateMar 2015
Total AUM$473.3M
Discretionary$464.9M
Non-Disc.$8.4M
Employees10
Clients300
DateJan 2015
Total AUM$436.3M
Discretionary$428.2M
Non-Disc.$8.1M
Employees13
Clients300
DateOct 2014
Total AUM$436.3M
Discretionary$428.2M
Non-Disc.$8.1M
Employees13
Clients300
DateMar 2014
Total AUM$436.3M
Discretionary$428.2M
Non-Disc.$8.1M
Employees13
Clients300
DateSep 2013
Total AUM$438.3M
Discretionary$432.5M
Non-Disc.$5.8M
Employees12
Clients300
DateSep 2013
Total AUM$438.3M
Discretionary$432.5M
Non-Disc.$5.8M
Employees12
Clients300
DateMar 2013
Total AUM$438.3M
Discretionary$432.5M
Non-Disc.$5.8M
Employees12
Clients300
DateJan 2013
Total AUM$464.1M
Discretionary$458.9M
Non-Disc.$5.2M
Employees15
Clients300
DateSep 2012
Total AUM$464.1M
Discretionary$458.9M
Non-Disc.$5.2M
Employees11
Clients300
DateMay 2012
Total AUM$464.1M
Discretionary$458.9M
Non-Disc.$5.2M
Employees11
Clients300
DateMar 2012
Total AUM$464.1M
Discretionary$458.9M
Non-Disc.$5.2M
Employees11
Clients300
DateJul 2011
Total AUM$429.2M
Discretionary$423.8M
Non-Disc.$5.4M
Employees--
Clients--
DateMar 2010
Total AUM$379.2M
Discretionary$361.3M
Non-Disc.$17.9M
Employees--
Clients--
DateFeb 2010
Total AUM$379.2M
Discretionary$361.3M
Non-Disc.$17.9M
Employees--
Clients--
DateJun 2009
Total AUM$322.5M
Discretionary$311.4M
Non-Disc.$11.1M
Employees--
Clients--
DateMar 2009
Total AUM$322.5M
Discretionary$311.4M
Non-Disc.$11.1M
Employees--
Clients--
DateMar 2007
Total AUM$359.4M
Discretionary$354.9M
Non-Disc.$4.5M
Employees--
Clients--
DateMar 2007
Total AUM$359.4M
Discretionary$354.9M
Non-Disc.$4.5M
Employees--
Clients--
DateMar 2006
Total AUM$322.4M
Discretionary$321.9M
Non-Disc.$459.9K
Employees--
Clients--
DateMar 2006
Total AUM$322.4M
Discretionary$321.9M
Non-Disc.$459.9K
Employees--
Clients--
DateSep 2004
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees10
Clients--