DODDS WEALTH, LLC
CRD #323632 SEC #801-127016 GREENWOOD VILLAGE, CO 303-539-3900
SEC Registered
Total AUM
$638M
Discretionary
$635.5M
Employees
12
Clients
251
Accounts
1,276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $638M | $635.5M | $2.5M | 12 | 0 |
| Oct 2024 | $541.3M | $538.4M | $2.9M | 12 | 0 |
| Apr 2024 | $541.3M | $538.4M | $2.9M | 12 | 0 |
| Feb 2024 | $541.3M | $538.4M | $2.9M | 12 | 0 |
| Nov 2023 | $429.6M | $429.6M | $0 | 11 | 0 |
| Aug 2023 | $429.6M | $429.6M | $0 | 11 | 0 |
| Jun 2023 | $429.6M | $429.6M | $0 | 11 | 0 |
| May 2023 | $429.6M | $429.6M | $0 | 11 | 0 |
| Apr 2023 | $429.6M | $429.6M | $0 | 11 | 0 |
| Feb 2023 | $429.6M | $429.6M | $0 | 11 | 0 |
| Jan 2023 | $0 | $0 | $0 | 11 | 0 |
| Jan 2023 | $0 | $0 | $0 | 11 | 0 |
| Dec 2022 | $0 | $0 | $0 | 11 | 0 |
| Nov 2022 | $0 | $0 | $0 | 11 | 0 |
DateFeb 2025
Total AUM$638M
Discretionary$635.5M
Non-Disc.$2.5M
Employees12
Clients0
DateOct 2024
Total AUM$541.3M
Discretionary$538.4M
Non-Disc.$2.9M
Employees12
Clients0
DateApr 2024
Total AUM$541.3M
Discretionary$538.4M
Non-Disc.$2.9M
Employees12
Clients0
DateFeb 2024
Total AUM$541.3M
Discretionary$538.4M
Non-Disc.$2.9M
Employees12
Clients0
DateNov 2023
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees11
Clients0
DateAug 2023
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2023
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees11
Clients0
DateApr 2023
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0