# Dodds Wealth, LLC

> 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.

- CRD: 323632
- Filed as: DODDS WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323632
- AdvisorCensus page: https://advisorcensus.com/firm/dodds-wealth-llc-greenwood-village-co-323632

## Quick answers

**How is Dodds Wealth, LLC compensated?**
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).

**How much does Dodds Wealth, LLC charge?**
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.

**Where is Dodds Wealth, LLC located?**
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).

**Is Dodds Wealth, LLC registered with the SEC or a state?**
Dodds Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323632.

**How much does Dodds Wealth, LLC manage?**
Dodds Wealth, LLC reports $706,175,885 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (99% discretionary).

**How have Dodds Wealth, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Dodds Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (242); high net worth individuals (179).

**Which custodians does Dodds Wealth, LLC use?**
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.

**Does Dodds Wealth, LLC report any disciplinary disclosures?**
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

**Does Dodds Wealth, LLC state an account minimum?**
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."

**What changed in Dodds Wealth, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $200,000 (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: $3,600 to $25,000 (financial planning)

> Financial Planning fees are fixed. The fixed fees range from $3,600 to $25,000.

- Hourly rate: $250 an hour (creating your financial plan prior to termination)

> The hourly rate used for this purpose is $ 250/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $706,175,885
- Discretionary: $702,277,454
- Non-discretionary: $3,898,431

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $580,481,390 |
| High net worth individuals | 179 | $102,026,144 |
| Corporations or other businesses not listed above | Fewer than 5 | $23,668,351 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, KS, NC, NE, OH, OR, TX, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Colorado Springs, CO

### Websites listed on Form ADV (Item 1.I)
- [doddswealth.com](https://doddswealth.com)
- LinkedIn @dodds-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $429,579,097 | 11 | August 16, 2023 |
| October 2024 | $541,261,956 | 12 | April 24, 2024 |
| October 2025 | $637,995,577 | 12 | February 20, 2025 |
| October 2026 | $706,175,885 | 11 | May 26, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in GA.

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dodds Wealth, LLC (CRD 323632): Form ADV filing data as of October 2026.