1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DOGWOOD WEALTH MANAGEMENT, LLC

Map pinLENEXA, KS
Phone(913) 232-2900
NotebookSEC #801-123208
Total AUM
$257.2M
Employees
6
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8813 PENROSE LN
SUITE 350
LENEXA
KS 66219
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(913) 232-2900
Other Offices
1

ReceiptFinancials

Total AUM
$257.2M
Accounts
839
Discretionary
$257.2M
Accounts
839
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
146
AUM
$57.2M
HNW Individual Clients
87
AUM
$200M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLKSMOTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account