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Dodds Wealth
Dodds Wealth is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2022. The firm manages $706 million in assets, $702 million...
Overview
Dodds Wealth is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2022. The firm manages $706 million in assets, $702 million on a discretionary basis. It has 11 employees and 7 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Greenwood Village
Corporate office
Greenwood Village, CO, United States
Principals
Ken Dodds
Founder and Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Dodds Wealth?
Ken Dodds serves as founder and managing director, holding both CPA and CFP designations. He personally manages both the tax preparation and portfolio construction functions, which is rare among RIAs. There is no external investment committee or outsourced CIO relationship disclosed.
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