← Tributary

DODDS WEALTH, LLC

GREENWOOD VILLAGE, CO · CRD 323632 · IAPD ↗ · doddswealth.com · 303-539-3900

$706.2MRegulatory AUM
7Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — DODDS WEALTH, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — DODDS WEALTH, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — DODDS WEALTH, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — DODDS WEALTH, LLC crossed $500M in regulatory AUM ($429.6M -> $541.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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