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DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580File 801-123208
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$257.2M
Below cohort median (national)
Discretionary AUM
$257.2M
Clients
233
839 accounts
Employees
6
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 11, 2022
- Principal office
- 8813 PENROSE LN, SUITE 350, LENEXA, KS, 66219
- Phone
- (913) 232-2900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $257.2M
- Discretionary AUM
- $257.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 839
- Non-discretionary accounts
- 0
- Total accounts
- 839
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $200.0M |
| Individuals (other than high net worth individuals) | 146 | $57.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2026 | Clients | 242 | 233 | decreased by9 |
| Apr 1, 2026 | AUM | $233,458,540 | $257,195,056 | increased by$23,736,516 |
| Apr 1, 2026 | Accounts | 1,350 | 839 | decreased by511 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 195 | 242 | increased by47 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $204,200,159 | $233,458,540 | increased by$29,258,381 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 195 | 1,350 | increased by1,155 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $204,200,159 | increased by$204,200,159 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 195 | increased by195 |
| Mar 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DOGWOOD WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DOGWOOD WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.