DOGWOOD WEALTH MANAGEMENT, LLC

LENEXA, Kansas·2 registered advisors·CRD# 317580
SEC# 801-1232081(913) 232-2900
01

Firm Overview

AUM
$149M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DOGWOOD WEALTH MANAGEMENT, LLC

2 registered advisors
Eric John Sheerin
LENEXA, Kansas
Jason Russell Newcomer
LENEXA, Kansas
05

Office Locations

LENEXA, Kansas
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. DOGWOOD WEALTH MANAGEMENT, LLC (CRD# 317580) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.