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DOPKINS WEALTH MANAGEMENT LLC

Company Details

Name: DOPKINS WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Jan 1999 (26 years ago)
Entity Number: 2333149
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: 200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, United States, 14221

Central Index Key

CIK number Mailing Address Business Address Phone
1904152 200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, 14221 200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, 14221 716-634-8800

Filings since 2024-11-06

Form type 13F-HR
File number 028-21455
Filing date 2024-11-06
Reporting date 2024-09-30
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Filings since 2024-08-05

Form type N-PX
File number 028-21455
Filing date 2024-08-05
Reporting date 2024-06-30
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Filings since 2024-07-30

Form type 13F-HR
File number 028-21455
Filing date 2024-07-30
Reporting date 2024-06-30
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Filings since 2024-05-06

Form type 13F-HR
File number 028-21455
Filing date 2024-05-06
Reporting date 2024-03-31
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Filings since 2024-01-26

Form type 13F-HR
File number 028-21455
Filing date 2024-01-26
Reporting date 2023-12-31
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Filings since 2023-11-13

Form type 13F-HR
File number 028-21455
Filing date 2023-11-13
Reporting date 2023-09-30
File View File

Filings since 2023-08-07

Form type 13F-HR
File number 028-21455
Filing date 2023-08-07
Reporting date 2023-06-30
File View File

Filings since 2023-05-05

Form type 13F-HR
File number 028-21455
Filing date 2023-05-05
Reporting date 2023-03-31
File View File

Filings since 2023-02-07

Form type 13F-HR
File number 028-21455
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-11-01

Form type 13F-HR
File number 028-21455
Filing date 2022-11-01
Reporting date 2022-09-30
File View File

Filings since 2022-08-01

Form type 13F-HR
File number 028-21455
Filing date 2022-08-01
Reporting date 2022-06-30
File View File

Filings since 2022-04-18

Form type 13F-HR
File number 028-21455
Filing date 2022-04-18
Reporting date 2022-03-31
File View File

Filings since 2022-01-18

Form type 13F-HR
File number 028-21455
Filing date 2022-01-18
Reporting date 2021-12-31
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DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, United States, 14221

Filings

Filing Number Date Filed Type Effective Date
130118006045 2013-01-18 BIENNIAL STATEMENT 2013-01-01
110125002524 2011-01-25 BIENNIAL STATEMENT 2011-01-01
090109002726 2009-01-09 BIENNIAL STATEMENT 2009-01-01
070108002254 2007-01-08 BIENNIAL STATEMENT 2007-01-01
050208002472 2005-02-08 BIENNIAL STATEMENT 2005-01-01
030123002215 2003-01-23 BIENNIAL STATEMENT 2003-01-01
010109002261 2001-01-09 BIENNIAL STATEMENT 2001-01-01
990430000064 1999-04-30 AFFIDAVIT OF PUBLICATION 1999-04-30
990430000059 1999-04-30 AFFIDAVIT OF PUBLICATION 1999-04-30
990108000711 1999-01-08 ARTICLES OF ORGANIZATION 1999-01-08

Date of last update: 12 Nov 2024

Sources: New York Secretary of State