DOGWOOD WEALTH MANAGEMENT, LLC

CRD #317580 SEC #801-123208 LENEXA, KS (913) 232-2900

SEC Registered

Total AUM

$233.5M

Discretionary

$233.5M

Employees

Clients

Accounts

1,350

Firm Details

Organization Type: Limited Liability Company
State of Formation: Kansas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 23, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
RIA VENTURES LLC	DE	MANAGING MEMBER	E	Control
RIA VENTURES LLC	DE	MANAGING MEMBER	E	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
NEWCOMER, JASON, RUSSELL	I	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control
SHEERIN, ERIC, JOHN	I	MANAGING MEMBER / PRINCIPAL	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
WINN, CHRISTOPHER, EDWARD	I	RIA VENTURES LLC	E	Control

Registrations

Federal

Sep 23, 2025 REGISTERED

Notice Filings (4)

FL KS MO TX

Address

8813 PENROSE LN
SUITE 350
LENEXA, KS 66219
United States

Phone: (913) 232-2900