Dopkins Wealth Management, LLC

Dopkins Wealth Management, LLC (CRD# 124209) is a financial advisory firm headquartered in Williamsville, NY. They manage $460,801,886 in 604 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    604
    ACCOUNTS
  • Average Account Value
    $762,917
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Dopkins Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig R. Cirbus
CRD#: 4578873
200 International Drive, Buffalo, NY 14202
93
Wealthminder
score

Craig Cirbus (CRD# 4578873) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Buffalo, NY and has over 14 years of experience in the finance industry.

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