{"url":"https://nivawealth.com/firms/dodds-wealth-323632","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323632","regulatoryAum":706175885,"crd":"323632","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2143266","suffix":null,"lastName":"DODDS","firstName":"ANDREW","middleName":"T"},{"crd":"6828888","suffix":null,"lastName":"DODDS","firstName":"JOHN","middleName":"MICHAEL"},{"crd":"7728556","suffix":null,"lastName":"Ford","firstName":"Natalie","middleName":null},{"crd":"6549453","suffix":null,"lastName":"LEE","firstName":"BRENT","middleName":"Allan"},{"crd":"2810635","suffix":null,"lastName":"MEYER","firstName":"DEANNA","middleName":"LEE"},{"crd":"7425000","suffix":null,"lastName":"Norsworthy","firstName":"Dean","middleName":"Edward"},{"crd":"5138911","suffix":null,"lastName":"PATE","firstName":"BRENNAN","middleName":"PAUL"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-06-29","regulatoryAum":429579097,"clients":330,"employees":11,"offices":2},{"filedOn":"2024-04-24","regulatoryAum":541261956,"clients":398,"employees":12,"offices":2},{"filedOn":"2025-02-20","regulatoryAum":637995577,"clients":439,"employees":12,"offices":2},{"filedOn":"2026-05-26","regulatoryAum":706175885,"clients":421,"employees":11,"offices":2}],"secFileNumber":"801-127016","legalName":"Dodds 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They include 242 individual clients and 179 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dodds Wealth offer?","answer":"Dodds Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Dodds Wealth charge?","answer":"Dodds Wealth charges up to 1.00% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $200,000.","source":"2A BROCHURE, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Dodds Wealth use?","answer":"Dodds Wealth’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $706M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dodds Wealth have?","answer":"Dodds Wealth has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Dodds Wealth invest in?","answer":"At the end of its last fiscal year, Dodds Wealth’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 3% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Dodds Wealth have a minimum investment?","answer":"Yes, Dodds Wealth’s minimum account size for its Investment Management is $200K.","source":"2A BROCHURE, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Dodds Wealth?","answer":"Dodds Wealth is owned through a holding company by Andrew Dodds. Its direct owners are Dodds Wealth Management Group, LLC (75% or more) and Dodds Wealth Management Group (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dodds Wealth get paid?","answer":"Dodds Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Dodds Wealth registered with the SEC?","answer":"Yes, Dodds Wealth has been registered with the SEC as an investment adviser since 8 December 2022. Its CRD number is 323632 and its SEC file number is 801-127016.","source":"Form ADV Part 1A, Item 1, filed 26 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Dodds Wealth?","answer":"Dodds Wealth’s main office is at 5251 DTC Parkway Ste 720, Greenwood Village, CO 80111. Its phone number is 303-539-3900. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}