Member · Dodds Wealth, LLC
Andrew T Dodds
CRD 2143266 · Named on Form ADV at one SEC-registered adviser
At a glance
Dodds Wealth, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $706 million in regulatory assets, lists Andrew T Dodds on its Form ADV as Member, a control person.
Firms and roles
- Dodds Wealth, LLCMemberWealth manager · Greenwood Village, CO · $706M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John M. DoddsChief Compliance Officer, Dodds Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.