# 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.

- CRD: 317580
- Filed as: DOGWOOD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lenexa, KS
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317580
- AdvisorCensus page: https://advisorcensus.com/firm/dogwood-wealth-management-llc-lenexa-ks-317580

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> Dogwood Wealth generally does not impose a minimum relationship size.

- Hourly rate: $250 an hour (financial planning services)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $257,195,056
- Discretionary: $257,195,056
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $57,186,347 |
| High net worth individuals | 87 | $200,008,709 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Kanas City, MO

### Websites listed on Form ADV (Item 1.I)
- dogwoodwealthmanagement.com
- fb.com/dogwoodwealth
- Instagram @dogwoodwealth
- LinkedIn @82754034
- X @dogwoodwealth
- YouTube @dogwoodwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 2 | June 16, 2022 |
| October 2023 | $93,397,382 | 3 | August 7, 2023 |
| October 2024 | $148,649,004 | 3 | April 9, 2024 |
| October 2025 | $204,200,159 | 4 | March 19, 2025 |
| October 2026 | $257,195,056 | 6 | March 30, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dogwood Wealth Management, LLC (CRD 317580): Form ADV filing data as of October 2026.