About Dodds Wealth, LLC
<p>Founded in 1991 by Andrew Dodds, Dodds Wealth, LLC is a registered investment advisor with 13 employees and offices in Colorado Springs and Greenwood Village in the Denver metro area. The firm reports $0.6B in AUM (2026) and works with clients across more than 35 states.</p> <p>Dodds Wealth runs a team-based practice built around long-term planning and ongoing portfolio management. Their work often includes cash flow planning, estate planning coordination, tax strategy support, reviews of employment benefits, and guidance around real estate decisions.</p> <p>For employers, the firm provides <a href="/retirement-plans">retirement plan</a> support as a 3(21) fiduciary, giving investment advice and recommendations to plan sponsors while the sponsor retains final decision-making authority.</p> <p>One thing that sets Dodds Wealth apart is the depth of its internal experience—more than 150 years of combined experience across the team—paired with two Colorado offices that support clients locally and nationally. Founder and CEO Andrew Dodds was named by Forbes as a Best-In-State Wealth Advisor for Colorado each year from 2018 through 2024.</p> <ul> <li>Registered investment advisor; founded in 1991</li> <li>Offices in Colorado Springs and Greenwood Village (Denver metro)</li> <li>3(21) fiduciary investment advice for employer retirement plans</li> <li>Financial planning topics: cash flow, estate, tax, benefits, and real estate</li> <li>$0.6B AUM (2026)</li> </ul>
Website: https://www.doddswealth.com/
Founded: 1991
Employees: 13
Office Locations
- Colorado Springs, CO (Headquarters)
- Greenwood Village, CO
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $638.0M