{
  "crd_number": 323632,
  "slug": "dodds-wealth-llc-greenwood-village-co-323632",
  "primary_business_name": "DODDS WEALTH, LLC",
  "legal_name": "DODDS WEALTH, LLC",
  "dbas": [],
  "city": "Greenwood Village",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-12-08",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": 706175885.0,
  "raum_discretionary": 702277454.0,
  "raum_non_discretionary": 3898431.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 580481390.0,
      "count": 242
    },
    "high_net_worth_individuals": {
      "raum": 102026144.0,
      "count": 179
    },
    "corporations_other_businesses": {
      "raum": 23668351.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "KS",
    "NC",
    "NE",
    "OH",
    "OR",
    "TX",
    "WA",
    "WY"
  ],
  "websites": [
    "https://doddswealth.com",
    "https://linkedin.com/company/dodds-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323632",
  "city_as_filed": "GREENWOOD VILLAGE",
  "url": "https://advisorcensus.com/firm/dodds-wealth-llc-greenwood-village-co-323632",
  "display_name": "Dodds Wealth, LLC",
  "summary": "Dodds Wealth, LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.",
  "citation": "AdvisorCensus. Dodds Wealth, LLC (CRD 323632): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Dodds Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dodds Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Dodds Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 states: Flat fee: $3,600 to $25,000 (financial planning); Hourly rate: $250 an hour (creating your financial plan prior to termination). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Dodds Wealth, LLC located?",
      "a": "Dodds Wealth, LLC's principal office is in Greenwood Village, CO, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Dodds Wealth, LLC registered with the SEC or a state?",
      "a": "Dodds Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323632."
    },
    {
      "q": "How much does Dodds Wealth, LLC manage?",
      "a": "Dodds Wealth, LLC reports $706,175,885 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (99% discretionary)."
    },
    {
      "q": "How have Dodds Wealth, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Dodds Wealth, LLC: Regulatory assets under management: $429,579,097 in the October 2023 data and $706,175,885 in the October 2026 data, up 64%. Total employees: 11 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dodds Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (242); high net worth individuals (179)."
    },
    {
      "q": "Which custodians does Dodds Wealth, LLC use?",
      "a": "Dodds Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dodds Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323632"
    },
    {
      "q": "Does Dodds Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 says: \"We impose a $200,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.\""
    },
    {
      "q": "What changed in Dodds Wealth, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in GA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 429579097.0,
      "total_employees": 11,
      "filing_date": "2023-08-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 541261956.0,
      "total_employees": 12,
      "filing_date": "2024-04-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 637995577.0,
      "total_employees": 12,
      "filing_date": "2025-02-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 706175885.0,
      "total_employees": 11,
      "filing_date": "2026-05-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $637,995,577 to $706,175,885 (+11%).",
        "Registered or notice-filed in WA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$200,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,600 to $25,000 (financial planning)",
      "Hourly rate: $250 an hour (creating your financial plan prior to termination)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $200,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We impose a $200,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,600 to $25,000 (financial planning)"
        ],
        "quotes": [
          "Financial Planning fees are fixed. The fixed fees range from $3,600 to $25,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (creating your financial plan prior to termination)"
        ],
        "quotes": [
          "The hourly rate used for this purpose is $ 250/hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 200000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3600.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "financial planning"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "creating your financial plan prior to termination"
        }
      ]
    },
    "quotes": [
      "We impose a $200,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.",
      "Financial Planning fees are fixed. The fixed fees range from $3,600 to $25,000.",
      "The hourly rate used for this purpose is $ 250/hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dodds-wealth-llc-greenwood-village-co-323632.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 242,
      "fewer_than_5": false,
      "raum": 580481390.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 179,
      "fewer_than_5": false,
      "raum": 102026144.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 23668351.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323632",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}