DOGWOOD WEALTH MANAGEMENT, LLC of LENEXA, KS is an SEC-registered investment adviser (CRD 317580). Regulatory assets under management: $257.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Eric John Sheerin | MANAGING MEMBER / PRINCIPAL | — |
| Jason Russell Newcomer | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| SHEERIN ERIC JOHN | MANAGING MEMBER / PRINCIPAL | — |
| NEWCOMER JASON RUSSELL | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |