firm profile
Dogwood Wealth Management, LLC
Overview
Dogwood Wealth Management, LLC is an SEC registered investment adviser based in Lenexa, KS, registered since 2022. It reports $257M in assets under management across 839 accounts, with 6 employees. It has 4 investment adviser representatives.
- Reported AUM
- $257M
- Discretionary
- 100%
- Accounts
- 839
- Average account
- $307K
- Employees
- 6
- Advisory reps
- 4
- Registered since
- 2022
- Jurisdictions
- 5
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 2 of 2
- Eric John Sheerin Managing Member, Principal CRD 4786798
- Jason Russell Newcomer Member, Principal, Chief Compliance Officer CRD 5563175
Advisory reps 3 of 4
- Allie Elizabeth Houston Investment Adviser Rep CRD 7795037
- Rory Drew Jones Investment Adviser Rep CRD 5598236
- Jason Russell Newcomer Investment Adviser Rep CRD 5563175
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 8813 Penrose Ln Ste 350
Lenexa, KS 66219 - County
- Johnson
- Metro area
- Kansas City, MO-KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 5 jurisdictions
Every state, with registration dates
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