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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dopkins Wealth Management have?","answer":"Dopkins Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Dopkins Wealth Management invest in?","answer":"At the end of its last fiscal year, Dopkins Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 13% state and local bonds, 7% U.S. government and agency bonds, 5% exchange-traded equities and 5% cash and equivalents.","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":"Who owns Dopkins Wealth Management?","answer":"Dopkins Wealth Management’s direct owners are Thomas Emmerling, Gregory Urban, Albert Nigro, Bartholomew McGloin and Andrew Reading, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dopkins Wealth Management get paid?","answer":"Dopkins Wealth Management is paid through a percentage of assets under management and fixed fees. 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