WILLIAMSVILLE, NYCRD 124209Latest ADV February 17, 2026
Dopkins Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated February 17, 2026, reports $717M in regulatory assets under management, 6 employees, 1 office, and 312 accounts.
Assets Under Management
$717M
Employees
6
Offices
1 office
Total Clients
312
Primary office
WILLIAMSVILLE, NY
200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.8% of total clients.
Top client categories% of clientsClients
1
Individuals
47.8%
149
2
HNWI
44.9%
140
3
Corporations
3.5%
11
4
Pension Plans
2.2%
7
5
Charitable
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$717Mas of February 17, 2026
Discretionary99.6%
$714M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$717M
Total Accounts312
10Y AUM Change+$210M (+41.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee52:1
10Y Employee Change-5 (-45.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.