# Dopkins Wealth Management

Dopkins Wealth Management is a Bank / Wealth / Trust based in Williamsville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Williamsville, United States
- **Region:** North America
- **Address:** Williamsville, NY, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** dopkins.com
- **LinkedIn:** https://www.linkedin.com/company/dopkins-wealth-management-llc

## Regulatory record

- **CRD number:** 124209
- **SEC file number:** 801-61818
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-17T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124209

## About

Dopkins Wealth Management began in 1998 as a Buffalo-area registered investment advisor. It delivers wealth preservation, wealth transfer and investment management to a range of clients. The firm works with individuals, high-net-worth individuals, charitable organizations, trusts, corporations and business entities. No specific asset-class allocations or named holdings appear in public records. Team size, additional offices and recent operational events remain undisclosed. The firm maintains its headquarters in Williamsville, New York.

## Sectors

- Auto Dealerships
- Charities and Tax Exempt Organizations
- Construction
- Employee Benefit Plans
- Family Owned Businesses
- Financial Services
- Food and Agri-Business
- Health Care/Medical
- Industry
- Insurance Companies
- Life Sciences
- Manufacturing
- Real Estate Developers
- Wineries, Craft Beer and Spirits

## Questions

### Who runs investment decisions at Dopkins Wealth Management?

Public records do not name specific principals or portfolio managers.

### What client types does Dopkins Wealth Management serve?

The firm serves individuals, high-net-worth individuals, charitable organizations, trusts, corporations and business entities.

### Does Dopkins Wealth Management publish AUM figures?

No AUM figure is publicly disclosed.

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Last updated: 2026-07-08T21:45:28.698Z

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