Brent Allan Lee
Investment adviser representative at Dodds Wealth, LLC
10 yearsExperience
2 statesRegistered in
$706.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Dodds Wealth, LLCFeb 2025 to now
- Dodds Wealth Management GroupJul 2023 to now
- LPL FinancialMar 2020 to Mar 2026
- Equity Advisor SolutionsFeb 2017 to Mar 2020
- ZunesisAug 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Dodds Wealth, LLC
$706.2MAssets managed
421Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6549453
- Firm CRD
- 323632