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Firm profile

Dodds Wealth, LLC

GREENWOOD VILLAGE, COCRD 323632Latest ADV May 26, 2026

Dodds Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 2, 2026, reports $706M in regulatory assets under management, 11 employees, 1 office, and 1,338 accounts.

Assets Under Management
$706M
Employees
11
Offices
1 office
Total Clients
421
Primary office
GREENWOOD VILLAGE, CO
5251 DTC PARKWAY STE 720, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn M. Dodds

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.5% of total clients.
Top client categories% of clientsClients
1
Individuals
57.5%
242
2
HNWI
42.5%
179
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$706Mas of May 26, 2026
Discretionary99.4%
$702M
99% of total RAUM99.4%
Non-discretionary0.6%
$4M
1% of total RAUM0.6%
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.

Total AUM$706M
Total Accounts1,338
10Y AUM Change+$706M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee38:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.