Dodds Wealth Employee Directory

Financial ServicesColorado, United States11-50 Employees

Dodds Wealth is a privately held financial advisory firm based in Greenwood Village, Colorado, offering personalized financial guidance to a select group of clients. The firm operates primarily on a fee-based model and emphasizes acting in clients’ best interests, with investment advice and financial planning provided through Dodds Wealth as a registered investment adviser distinct from its securities distribution through LPL Financial. Clients are served within the financial services sector, and the organization positions itself as a professional advisor focused on tailored service rather than broad-market offerings. In addition to its Colorado presence, the company has undergone organizational changes in recent years, including the transition of Dodds Wealth, LLC to a registered investment adviser with the SEC and the continuation of its relationship with LPL Financial, while maintaining separate entities. A recent personnel development noted is the appointment of an operations manager, reflecting ongoing operational expansion.

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