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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DODDS WEALTH, LLC

CRD 323632

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2a2b71c-46cc-d52f-7dee-c2b4db9417b4

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Nov 9, 2022 to May 26, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=7.0
Regulatory AUM: $706MItem 5.F on the latest filing (2026-05-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $702M
Private client RAUM: $683MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,338
Individual clients: 242
High net worth clients: 179
SEC number: 801-127016
CRD: 323632
Filings on the tape: 18
First filed: Nov 9, 2022
Latest filed: May 26, 2026
Organised: Limited Liability Company, DE
Website: doddswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEANNA LEE MEYER	n/a	GREENWOOD VILLAGE, CO \| COLORADO SPRINGS, CO	3	13	3	no
ANDREW T DODDS	Certified Financial Planner	GREENWOOD VILLAGE, CO	3	33	3	no
BRENNAN PAUL PATE	Certified Financial Planner	GREENWOOD VILLAGE, CO	3	20	2	no
JOHN MICHAEL DODDS	Certified Financial Planner	GREENWOOD VILLAGE, CO	3	11	2	no
Dean Edward Norsworthy	n/a	GREENWOOD VILLAGE, CO	3	10	2	no
BRENT Allan LEE	n/a	GREENWOOD VILLAGE, CO	1	10	n/a	no
Natalie Ford	n/a	GREENWOOD VILLAGE, CO	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DODDS WEALTH MANAGEMENT GROUP, LLC	MANAGING MEMBER	E	yes	09/2022	Nov 9, 2022	Oct 29, 2024
DODDS, ANDREW, T	Member	D	yes	09/2022	Nov 9, 2022	Oct 29, 2024
DODDS, JOHN, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	09/2022	Nov 9, 2022	Oct 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
COLORADO SPRINGS	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$706M	$702M	11	7	1	n/a	n/a
2024	Feb 20, 2025	$638M	$635M	12	7	1	n/a	n/a
2023	Feb 26, 2024	$541M	$538M	12	7	1	n/a	n/a
2022	Feb 10, 2023	$430M	$430M	11	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$706M	$638M	10.7%	$430M	18.0%	11	12	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DODDS WEALTH MANAGEMENT GROUP	5	May 15, 2023	Jan 8, 2023	GREENWOOD VILLAGE, CO	Firm absorbed	Other	100.0%

Relationships

Registered with (8)

← Natalie FordAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← BRENT Allan LEEAdvisorregistration: current employment
Feb 24, 2025 to presentfactForm ADV
← ANDREW T DODDSAdvisorregistration: current employment
Jan 8, 2023 to presentfactForm ADV
← BRENNAN PAUL PATEAdvisorregistration: current employment
Jan 8, 2023 to presentfactForm ADV
← JOHN MICHAEL DODDSAdvisorregistration: current employment
Jan 8, 2023 to presentfactForm ADV
← Dean Edward NorsworthyAdvisorregistration: current employment
Jan 8, 2023 to presentfactForm ADV
← DEANNA LEE MEYERAdvisorregistration: current employment
Jan 6, 2023 to presentfactForm ADV
← KAYLA MARIE BENJAMINAdvisorregistration: previous registration
Nov 28, 2023 to May 13, 2025factForm ADV

Controls (3)

← DODDS, ANDREW, TOwnerMEMBER, ownership code D, individual
Nov 9, 2022 to Oct 29, 2024factForm ADV
← DODDS, JOHN, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 9, 2022 to Oct 29, 2024factForm ADV
← DODDS WEALTH MANAGEMENT GROUP, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Nov 9, 2022 to Oct 29, 2024factForm ADV

Dated events

Occurred
May 13, 2025
Advisor changed firm
Kayla Marie Benjamin left Dodds Wealth, Llc for Kb Financial Advisors Llc (registered 2026-01-22)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2024
Regulatory AUM changed
Dodds Wealth, Llc reported RAUM $541.3M, up 26% from $429.6M (2023-11-28 to 2024-02-26)
Form ADVobserved 4 days ago
$112M
Occurred
May 15, 2023
Firm absorbed
Dodds Wealth Management Group's advisors moved to Dodds Wealth, LLC (Greenwood Village, CO): 5 of 5 registered, on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Nov 9, 2022
First Form ADV filing
Dodds Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2a2b71c-46cc-d52f-7dee-c2b4db9417b4
First observed: Nov 9, 2022
Last observed: May 26, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DODDS WEALTH, LLC

CRD 323632

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2a2b71c-46cc-d52f-7dee-c2b4db9417b4

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEANNA LEE MEYER

n/a

GREENWOOD VILLAGE, CO | COLORADO SPRINGS, CO

ANDREW T DODDS

Certified Financial Planner

GREENWOOD VILLAGE, CO

BRENNAN PAUL PATE

Certified Financial Planner

GREENWOOD VILLAGE, CO

JOHN MICHAEL DODDS

Certified Financial Planner

GREENWOOD VILLAGE, CO

Dean Edward Norsworthy

n/a

GREENWOOD VILLAGE, CO

BRENT Allan LEE

n/a

GREENWOOD VILLAGE, CO

n/a

Natalie Ford

n/a

GREENWOOD VILLAGE, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DODDS WEALTH MANAGEMENT GROUP, LLC

MANAGING MEMBER

yes

09/2022

Nov 9, 2022

Oct 29, 2024

DODDS, ANDREW, T

Member

yes

09/2022

Nov 9, 2022

Oct 29, 2024

DODDS, JOHN, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

09/2022

Nov 9, 2022

Oct 29, 2024

City

State

Country

Employees

Also broker-dealer

COLORADO SPRINGS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$706M

$702M

n/a

2024

Feb 20, 2025

$638M

$635M

n/a

2023

Feb 26, 2024

$541M

$538M

n/a

2022

Feb 10, 2023

$430M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$706M

$638M

10.7%

$430M

18.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DODDS WEALTH MANAGEMENT GROUP

May 15, 2023

Jan 8, 2023

GREENWOOD VILLAGE, CO

Firm absorbed

Other

100.0%