RIA Intel›Advisers›Ohio›DODOK WEALTH AND INVESTMENT ADVISORS LLC

DODOK WEALTH AND INVESTMENT ADVISORS LLC

Advisory

DAYTON, OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$4M

across 4 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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GERMO MICHAEL ANDREW

$15M

MICHAEL PAUL O'CONNELL

$16M

COPPER RIDGE WEALTH MANAGEMENT, LLC

$15M

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