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DODGE WEALTH MANAGEMENT
GREG STEPHEN DODGE
CRD 170892
16 CHESTNUT ST SUITE 121, FOXBORO, MA, 02035, United States
Phone
508-543-3500
Fax
508-543-3565
Registration
— (—)
Source
State registered
Total AUM
$89.1M
Discretionary AUM
$89.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $31.4M |
| High net worth individuals | 34 | $57.7M |
All web addresses on file
Official SEC filing: View on IAPD