Dogwood Wealth Management, LLC
● SEC registered since 2022CRD 317580SEC# 801-123208Lenexa, KS
Reg. AUM
$257.2M
Employees
6
Accounts
839
Location
Lenexa, KS
Dogwood Wealth Management, LLC assets under management
Dogwood Wealth Management, LLC is an SEC-registered investment adviser based in Lenexa, KS. The firm has been registered since 2022. It reports $257.2 million in regulatory assets under management and employs 6 people.
Dogwood Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric John Sheerin Control | Managing Member / Principal | 50-75% | 2022 |
| Jason Russell Newcomer Control | Member / Principal / Chief Compliance Officer | 50-75% | 2022 |
Frequently asked questions
How much does Dogwood Wealth Management, LLC manage?
Dogwood Wealth Management, LLC reports $257.2 million in regulatory assets under management on its Form ADV.
How many employees does Dogwood Wealth Management, LLC have?
Dogwood Wealth Management, LLC reports 6 employees.
Where is Dogwood Wealth Management, LLC located?
Dogwood Wealth Management, LLC is based in Lenexa, KS and has been SEC-registered since 2022.
Does Dogwood Wealth Management, LLC disclose fund performance?
Dogwood Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8813 Penrose Ln, Suite 350, Lenexa, KS 66219 |
| Phone | (913) 232-2900 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$257.2M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$257.2Mregulatory AUM
Discretionary $257.2M