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Dogwood Wealth Management, LLC

● SEC registered since 2022CRD 317580SEC# 801-123208Lenexa, KS
Export (members)
Reg. AUM
$204.2M
Employees
4
Accounts
195
Location
Lenexa, KS

Dogwood Wealth Management, LLC assets under management

Dogwood Wealth Management, LLC is an SEC-registered investment adviser based in Lenexa, KS. The firm has been registered since 2022. It reports $204.2 million in regulatory assets under management and employs 4 people.
www.instagram.com/dogwoodwealthView on SEC.gov ↗

Dogwood Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric John Sheerin ControlManaging Member / Principal50-75%2022
Jason Russell Newcomer ControlMember / Principal / Chief Compliance Officer50-75%2022

Frequently asked questions

How much does Dogwood Wealth Management, LLC manage?

Dogwood Wealth Management, LLC reports $204.2 million in regulatory assets under management on its Form ADV.

How many employees does Dogwood Wealth Management, LLC have?

Dogwood Wealth Management, LLC reports 4 employees.

Where is Dogwood Wealth Management, LLC located?

Dogwood Wealth Management, LLC is based in Lenexa, KS and has been SEC-registered since 2022.

Does Dogwood Wealth Management, LLC disclose fund performance?

Dogwood Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8813 Penrose Ln, Suite 350, Lenexa, KS 66219
Phone(913) 232-2900
Office hours8:30a.m. To 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$204.2M
Non-discretionary$0
Total (RAUM)$204.2M