Dogwood Wealth Management, LLC

EST. AUM
$257,195,056

CONTACTS

CLIENT ACCOUNTS
839

Firm Details

Metro area Kansas City
CRD Number 317580
Website dogwoodwealthmanagement.com
Client types

Overview

Dogwood Wealth Management, LLC is an SEC-registered investment adviser based in Lenexa, Kansas. The firm provides investment management, financial planning, retirement plan advisory services, and related wealth management services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dogwood Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company