AdvisorCensus / Financial advisors / Missouri / Kansas City / Dogwood Wealth Management, LLC
Dogwood Wealth Management, LLC is an SEC-registered investment advisory firm in Lenexa, KS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Dogwood Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Dogwood Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Dogwood Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $250 an hour (financial planning services); Subscription: $80 a month (Elements financial planning service). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Dogwood Wealth Management, LLC located?
Dogwood Wealth Management, LLC's principal office is in Lenexa, KS, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Dogwood Wealth Management, LLC registered with the SEC or a state?
Dogwood Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317580.
How much does Dogwood Wealth Management, LLC manage?
Dogwood Wealth Management, LLC reports $257,195,056 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have Dogwood Wealth Management, LLC's assets and staff changed since 2022?
In the Form ADV data for Dogwood Wealth Management, LLC: Regulatory assets under management: $0 in the October 2022 data and $257,195,056 in the October 2026 data. Total employees: 2 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Dogwood Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (146); high net worth individuals (87).
Does Dogwood Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317580
Does Dogwood Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Dogwood Wealth generally does not impose a minimum relationship size."
What changed in Dogwood Wealth Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $233,458,540 to $257,195,056 (+10%). Registered or notice-filed in AZ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Dogwood Wealth generally does not impose a minimum relationship size.
Hourly rate: $250 an hour (financial planning services)
The brochure's wording
Fixed fee engagements are based on the expected number of hours to complete the engagement at the Advisor’s hourly rate of $250 per hour.
Subscription: $80 a month (Elements financial planning service)
The brochure's wording
For clients enrolled in the Elements financial planning service, the fee is $80 per month, billed monthly in advance. This service is offered on a month-to-month basis
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$257,195,056 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $257,195,056 | 6 | March 30, 2026 |
| October 2025 | $204,200,159 | 4 | March 19, 2025 |
| October 2024 | $148,649,004 | 3 | April 9, 2024 |
| October 2023 | $93,397,382 | 3 | August 7, 2023 |
| October 2022 | $0 | 2 | June 16, 2022 |
Regulatory assets under management: $0 in the October 2022 data and $257,195,056 in the October 2026 data.
Total employees: 2 in October 2022 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $233,458,540 to $257,195,056 (+10%).
- Registered or notice-filed in AZ.
- December 2025
- Regulatory assets under management went from $204,200,159 to $233,458,540 (+14%).
- Registered or notice-filed in FL, TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Dogwood Wealth Management, LLC (CRD 317580): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dogwood-wealth-management-llc-lenexa-ks-317580