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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

DOS Process Agent

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

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001904152
Phone:
716-634-8800

Latest Filings

Form type:
13F-HR
File number:
028-21455
Filing date:
2025-04-22
File:
Form type:
13F-HR
File number:
028-21455
Filing date:
2025-02-10
File:
Form type:
13F-HR
File number:
028-21455
Filing date:
2024-11-06
File:
Form type:
N-PX
File number:
028-21455
Filing date:
2024-08-05
File:
Form type:
13F-HR
File number:
028-21455
Filing date:
2024-07-30
File:

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

USAspending Awards / Financial Assistance

Date:
2020-05-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-118337.00
Total Face Value Of Loan:
0.00

Date of last update: 31 Mar 2025

Sources: New York Secretary of State