DOGWOOD WEALTH MANAGEMENT, LLC
CRD #317580 SEC #801-123208 LENEXA, KS (913) 232-2900
SEC Registered
Total AUM
$233.5M
Discretionary
$233.5M
Employees
4
Clients
0
Accounts
1,350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $233.5M | $233.5M | $0 | 4 | 0 |
| Mar 2025 | $204.2M | $204.2M | $0 | 4 | 0 |
| Mar 2025 | $204.2M | $204.2M | $0 | 4 | 0 |
| Apr 2024 | $148.6M | $148.6M | $0 | 3 | 0 |
| Feb 2024 | $148.6M | $148.6M | $0 | 3 | 0 |
| Oct 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Aug 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Jul 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Jun 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Jun 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Mar 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Mar 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Mar 2023 | $93.4M | $93.4M | $0 | 3 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Jan 2022 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$233.5M
Discretionary$233.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0