Investment adviser · CRD 124209

DOPKINS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

WILLIAMSVILLE, NY, United States · Form ADV filed Aug 31, 2026

Regulatory AUM
$717M
Form ADV · Item 5.F
Client accounts
312
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals140$650,427,82190.7%
Individuals149$32,610,3564.5%
Corporations & businesses11$25,669,1003.6%
Retirement plans7$6,161,3320.9%
Charities5$2,175,1010.3%
Filing source

Form ADV 2129760 · Aug 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 31, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

200 INTERNATIONAL DRIVE
WILLIAMSVILLE, NY, 14221, United States

CRD 124209

Filing source

Form ADV 2129760 · Aug 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.