This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-14-2003
- Office Locations
- 1
Office Locations
About Dopkins Wealth Management, LLC
Dopkins Wealth Management, part of Dopkins & Company, combines wealth management with a full-service CPA and advisory platform. The team supports business owners, entrepreneurs and nonprofits with financial planning, estate/tax planning, retirement and insurance coordination, and portfolio construction across mutual funds, ETFs and fixed income. Dopkins also provides M&A/transaction advisory and CAAS, including Sage Intacct cloud accounting, and has been named an INSIDE Public Accounting “Best of the Best” firm two years running.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS RAYMOND EMMERLING
Managing Member
- CRD
- #4634251
- Ownership
- 25% but less than 50%
Thomas Joseph Emmerling
--
- CRD
- #7400560
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
ROBERT ALLEN CANTERBURY
Wealth Advisor
- CRD
- #1899073
CRAIG RAYMOND CIRBUS
Wealth Advisor
- CRD
- #4578873
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $714,420,326 | $2,297,171 |
| Non-Discretionary | $2,623,384 | $2,623,384 |
| Total | $717,043,710 | $2,298,217 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing