DOGWOOD WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$257,195,056
Discretionary
$257,195,056
Non-discretionary
$0
Firm details
- CRD number
- 317580
- SEC file number
- 801-123208
- Main office
- LENEXA, KS, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.