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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-16-2014
- Office Locations
- 1
Office Locations
About Dodge Wealth Management
Dodge Wealth Management is a Foxboro, MA-based retail advisory firm affiliated with LPL Financial, providing financial planning, estate and college planning, and portfolio construction/asset management for individual investors. Its investment mix is primarily public funds with a fixed-income tilt, complemented by U.S. government and municipal bonds and limited ETF exposure.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 107 clients, or 107 clients per representative. That equates to $832.8K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
GREG STEPHEN DODGE
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2645389
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,104,702 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,104,702 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dodge Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.