Dodds Wealth, LLC

Dodds Wealth, LLC (CRD# 323632) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $541,261,956 in 1,129 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111
https://www.doddswealth.com/
By the Numbers
  • Total Assets Under Management
    541
    MILLION
  • Total Number of Accounts
    1,129
    ACCOUNTS
  • Average Account Value
    $479,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, NE, OH, OR, TX, WY

Financial Advisors at Dodds Wealth, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Andrew Dodds, financial advisor Greenwood Village CO
Andrew T. Dodds
CRD#: 2143266
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111

Andrew Dodds (CRD# 2143266) is an Investment Advisor Representative working at Dodds Wealth, LLC in Greenwood Village, CO and has over 31 years of experience in the finance industry.

2
John Dodds, financial advisor Greenwood Village CO
John M. Dodds
CRD#: 6828888
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111

John Dodds (CRD# 6828888) is an Investment Advisor Representative working at Dodds Wealth, LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.

3
Deanna Meyer, financial advisor Greenwood Village CO
Deanna L. Meyer
CRD#: 2810635
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111

Deanna Meyer (CRD# 2810635) is an Investment Advisor Representative working at Dodds Wealth, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.

4
Brennan Pate, financial advisor Greenwood Village CO
Brennan P. Pate
CRD#: 5138911
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111

Brennan Pate (CRD# 5138911) is an Investment Advisor Representative working at Dodds Wealth, LLC in Greenwood Village, CO and has over 11 years of experience in the finance industry.

5
Dean Norsworthy, financial advisor Greenwood Village CO
Dean E. Norsworthy
CRD#: 7425000
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111

Dean Norsworthy (CRD# 7425000) is an Investment Advisor Representative working at Dodds Wealth, LLC in Greenwood Village, CO and has over 2 years of experience in the finance industry.

6
Steven Schafer, financial advisor Greenwood Village CO
Steven Schafer
CRD#: 6760225
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111

Steven Schafer (CRD# 6760225) is an Investment Advisor Representative working at Dodds Wealth, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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