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DOPKINS WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY · CRD 124209 · IAPD ↗ · 716-634-8800

$717.0MRegulatory AUM
4Advisory reps
6Employees
30Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — DOPKINS WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — DOPKINS WEALTH MANAGEMENT, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.