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DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580 · SEC 801-123208
8813 PENROSE LN, SUITE 350, LENEXA, KS, 66219, United States
Phone
(913) 232-2900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.2M
Discretionary AUM
$257.2M
Team
6 total employees; 4 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $57.2M |
| High net worth individuals | 87 | $200.0M |
States served
AZ, KS, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD