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DOGWOOD WEALTH MANAGEMENT, LLC

Tel: (913) 232-2900
8813 Penrose Ln
Suite 350
Lenexa, Kansas  66219

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DOGWOOD WEALTH MANAGEMENT, LLC

DOGWOOD WEALTH MANAGEMENT, LLC is a Lenexa, Kansas based financial advisory firm with nearly $148,649,004 in assets under management and provides investment advisory services for 515 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

317580

SEC#:

801-123208

No. of Clients:

515

Assets under Management

$148,649,004

No. of Advisors:

3

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