SEC Form ADV

DOPKINS WEALTH MANAGEMENT, LLC

Registered Investment AdviserNY
$717.0M
Assets Under Management
30
Total Clients
6
Employees
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Registration Details

Accession
crd-124209
Location
WILLIAMSVILLE, NY
Filing Date
June 23, 2026
AUM
$717.0M
Total Clients
30
Institutional Clients
12
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

DOPKINS WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WILLIAMSVILLE, NY, managing approximately $717.0M in assets across 30 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.