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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- SignalInsight momentum
- Established Date
- 12-08-2022
- Office Locations
- 2
Office Locations
About Dodds Wealth, LLC
Dodds Wealth is a Colorado-based wealth management and financial planning firm serving clients in Denver and Colorado Springs. The team builds personalized plans that integrate investment management with cash-flow, tax and estate strategy, benefits, and real estate planning, using a collaborative, team-based approach. Clients span 35+ states, and Andrew Dodds was named to Forbes’ Best-In-State Wealth Advisors (Colorado) from 2018–2024. Custody through LPL Financial.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN MICHAEL DODDS
Chief Compliance Officer
- CRD
- #6828888
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ANDREW T DODDS
--
- CRD
- #2143266
Natalie Ford
--
- CRD
- #7728556
Prime ember
Capital meridian
- CRD
- #56985
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $702,277,454 | $529,621 |
| Non-Discretionary | $3,898,431 | $324,869 |
| Total | $706,175,885 | $527,785 |
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Separately Managed Accounts
Total SMA Asset: $706,175,885
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $347,406,337 | 31.4% |
| Cash | $189,192,623 | 17.1% |
| Equity - Exchange | $569,790,649 | 51.5% |
| Total | $1,106,389,609 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER MATRIX | SIGNAL CREST | RB5LEMFK9 | MEH | 0.69% | $69,495,895 |
| HORIZON PATHWAY OPTIMA | FOCUS MERIDIAN | QA5P1YMOE | YEWJV | 1.25% | $114,343,596 |
| UNISON PEAK | INSIGHT FUSION | RD31ACX39 | MFZ | 12.52% | $21,193,621 |
| HORIZON VERTEX | EAGLE FOCUS | CCP9ZFCR7 | FKUB | 9.64% | $51,714,534 |
| RADIAL DELTA | VITAL FOCUS | OPZRKFY5V | FIL | 4.81% | $45,305,352 |
| VITAL INSIGHT OPTIMA | OPTIMA OAK | 01K7RN86F | YGNB | 0.93% | $4,193,340 |
| NORTH CAPITAL | SUMMIT PATHWAY | N3H4RNZ7W | ISCF | 10.44% | $77,099,040 |
| DELTA PATHWAY SIGNAL | BRIDGE INSIGHT | MZ1GFGFLP | GTJ | 8.62% | $53,764,524 |