Dogwood Wealth Management, LLC
Dogwood Wealth Management, LLC is an SEC-registered wealth manager in Lenexa, KS with $257.2M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Dogwood Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317580, SEC 801-123208, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $257.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Lenexa, KS
- Employees
- 6
- Clients
- 233
- CRD
- 317580
- Ownership
- SHEERIN, ERIC, JOHN; WINN, CHRISTOPHER, EDWARD; NEWCOMER, JASON, RUSSELL; RIA VENTURES LLC
How much AUM does Dogwood Wealth Management, LLC have?
Dogwood Wealth Management, LLC reported $257.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Dogwood Wealth Management, LLC?
Disclosed owners and executives of Dogwood Wealth Management, LLC include SHEERIN, ERIC, JOHN, WINN, CHRISTOPHER, EDWARD, NEWCOMER, JASON, RUSSELL, RIA VENTURES LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.