Dopkins Wealth Management, Llc
Follow Dopkins main Linkedin feed at & -company-llp/ Dopkins Wealth Management, LLC, a Registered Investment Advisor, is a separate entity from Dopkins & Company, LLP, which serves individuals, trusts, businesses, and employee benefit plans. Our objective is to help clients structure globally diversified portfolios and to add value through portfolio construction and periodic rebalancing. We connect the academic side of economic science to the practical world of investment management. Our clients benefit from this structured approach through broader diversification, lower costs, and tax sensitivity.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 7 verified contacts at Dopkins Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- TL
Treg Lewis
Wealth Advisor · Finance & Accounting
EmailPhone - CO
Chad Oconnell
Investment Advisor · Finance & Accounting
EmailPhone - LJ
Lynn Jackson
Chief Compliance Officer · Legal
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Dopkins Wealth Management, Llc
6 distinct titles indexed · top 6 shown.
- 2wealth advisor
- 1chief compliance officer
- 1intern
- 1investment advisor
- 1senior financial advisor
- 1wealth management intern
Sign up to unlock all 7 contacts at Dopkins Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Dopkins Wealth Management, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.