Dopkins Wealth Management, LLC

CRD 124209 · Williamsville, NY · $717.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 124209
SEC number: 801-61818
Firm type: RIA
Assets under management: $717.0M as of Jun 23, 2026
Website: www.linkedin.com/DOPKINS-WEALTH-MANAGEMENT-LLC ↗
Phone: 716-634-8800
Address: 200 International Drive, Williamsville, NY, 14221

Advisors at this firm

7 in our index · page 1 of 1

Robert Allen CanterburyCRD 1899073 · Williamsville, NY

IA RegisteredRegistration inactive
Craig Raymond CirbusCRD 4578873 · Williamsville, NY

IA Registered
Thomas Raymond EmmerlingCRD 4634251 · Williamsville, NY

IA Registered
Aidan Alexander HartCRD 8254558 · Williamsville, NY

IA Registered
Treg Alexander LewisCRD 8034485 · Williamsville, NY

IA Registered
Kevin MonheimCRD 7650388 · Williamsville, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Chad Robert OconnellCRD 2321040 · Williamsville, NY

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 124209 ↗ FINRA BrokerCheck record for firm CRD 124209 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.