SEC Form ADV

DOPKINS WEALTH MANAGEMENT, LLC

Registered Investment AdviserNY
$717.0M
Assets Under Management
312
Total Clients
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Registration Details

Accession
CRD-124209
Location
WILLIAMSVILLE, NY
Filing Date
February 17, 2026
AUM
$717.0M
Total Clients
312
Amendment
No

About this Adviser

DOPKINS WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WILLIAMSVILLE, NY, managing approximately $717.0M in assets across 312 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.