DODDS WEALTH, LLC

CRD #323632 SEC #801-127016 GREENWOOD VILLAGE, CO 303-539-3900

SEC Registered

Total AUM

$638M

Discretionary

$635.5M

Employees

Clients

251

Accounts

1,276

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 20, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS, JOHN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control
DODDS WEALTH MANAGEMENT GROUP, LLC	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	E	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	D	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	D	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	D	Control
DODDS, ANDREW, T	I	DODDS WEALTH MANAGEMENT GROUP, LLC	D	Control

Registrations

Federal

Feb 20, 2025 REGISTERED

Notice Filings (10)

AZ CA CO FL KS NC NE OH OR TX

Address

5251 DTC PARKWAY STE 720
GREENWOOD VILLAGE, CO 80111
United States

Phone: 303-539-3900