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Home > Retirement Planners > kansas > lenexa > DOGWOOD WEALTH MANAGEMENT, LLC
DOGWOOD WEALTH MANAGEMENT, LLC
8813 Penrose Ln
Suite 350
Lenexa, Kansas 66219
Tel: (913) 232-2900
About DOGWOOD WEALTH MANAGEMENT, LLC
DOGWOOD WEALTH MANAGEMENT, LLC, formally registered with the SEC as DOGWOOD WEALTH MANAGEMENT, LLC. The firm was established in 02/11/2022. They have over 2 offices throughout the country.
DOGWOOD WEALTH MANAGEMENT, LLC is a Lenexa, Kansas based Financial Planning firm with nearly $148,649,004 assets under management, offering retirement planning & investment advisory services to 515 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317580 |
| SEC# | 801-123208 |
| Assets Managed by Firm | $148,649,004 |
| No. of Clients | 515 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 515 | $148,649,004 |
| Individuals (other than high net worth individuals) | 46 | $23,534,630 |
| High net worth individuals | 104 | $125,114,374 |
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