Erik Robert Dodds

Whitwell Advisors

18 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Whitwell Advisors

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

319 clients

Average Client Portfolio

$353K average

Assets Under Management

$112.6M

Fee Structure

Minimum Investment:$1M

Location

3225 Mcleod Drive, Suite 101, Las Vegas, NV, 89121

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

April 2010

Regulatory

April 2008

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Erik is a licensed insurance agent and owner of Crown Wealth Management, LLC. He owns multiple businesses, including ERD Consulting LLC (holding company), Canyon Ridge Group, LLC (insurance and marketing agency), Concentric Investment Opportunities LLC (real estate and investment entity), and Seeds in Soil, LLC (holding company).