Dopkins Wealth Management, LLC
Dopkins Wealth Management, LLC, headquartered in Williamsville, New York, is a Registered Investment Advisor (RIA) owned by the partners of Dopkins & Company, LLP. Founded to provide comprehensive wealth management and consulting services, the firm integrates tax planning, business succession, wealth preservation, and transfer solutions. Serving a diverse client base including individuals, high net worth clients, corporate retirement plans, foundations, and endowments, Dopkins Wealth Management specializes in tailored financial strategies grounded in academic research. The firm employs approximately 7 staff members and is committed to fiduciary service and long-term client success.
Investment Strategy
Dopkins Wealth Management, LLC employs a disciplined, research-based investment approach that emphasizes long-term wealth growth, diversification, and risk management. Drawing on principles of Modern Portfolio Theory and economic science, the firm customizes globally diversified portfolios aligned with each client’s unique goals, risk tolerance, and time horizon. Their strategy includes periodic rebalancing, cost and tax sensitivity, and integrating solutions for wealth accumulation, preservation, and succession. They serve individuals, high net worth families, businesses, and institutional clients with robust financial planning and fiduciary rigor.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 15.40% | $36.5M | 946,478 | $29.24 | $38.57 | +$2.6M |
D DFIV | DIMENSIONAL ETF TRUST | 8.26% | $19.6M | 424,767 | $34.11 | $46.12 | +$867.1K |
D DFAT | DIMENSIONAL ETF TRUST | 8.22% | $19.5M | 334,609 | $48.69 | $58.21 | +$1.2M |
D DFUV | DIMENSIONAL ETF TRUST | 8.10% | $19.2M | 429,405 | $35.65 | $44.69 | +$19.1K |
B BSVO | EA SERIES TRUST | 3.88% | $9.2M | 405,534 | $20.03 | $22.65 | +$455.8K |