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
8813 Penrose Ln, Suite 350, Lenexa, KS 66219
https://www.instagram.com/dogwoodwealth/
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    515
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Dogwood Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Newcomer, financial advisor Lenexa KS
Jason R. Newcomer
CRD#: 5563175
8813 Penrose Ln, Suite 350, Lenexa, KS 66219

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, financial advisor Lenexa KS
Eric J. Sheerin
CRD#: 4786798
8813 Penrose Ln, Suite 350, Lenexa, KS 66219

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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