Dogwood Wealth Management, LLC
Dogwood Wealth Management, LLC (CRD# 317580) is a financial advisory firm headquartered in Lenexa, KS. They manage $148,649,004 in 515 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management149MILLION
-
Total Number of Accounts515ACCOUNTS
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Average Account Value$288,639
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Dogwood Wealth Management, LLC
1
Jason Newcomer (CRD# 5563175) is an Investment Advisor Representative working at Dogwood Wealth Management, LLC in Lenexa, KS and has over 14 years of experience in the finance industry.
2
Eric Sheerin (CRD# 4786798) is an Investment Advisor Representative working at Dogwood Wealth Management, LLC in Lenexa, KS and has over 19 years of experience in the finance industry.
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