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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