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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-08-2022
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Between February 20, 2025 and May 26, 2026, reported AUM increased 10.7%, from $638.0M to $706.2M.
Across 4 reported observations, AUM increased 64.4% between November 28, 2023 and May 26, 2026, from $429.6M to $706.2M.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 7 advisory representatives and 421 clients, or 60.1 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 3 reported office locations and 3 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Investment Strategist
- CRD
- #2143266
Natalie Ford
Associate Advisor
- CRD
- #7728556
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
SMA allocation detail is available
Dodds Wealth, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Dodds Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.