# DOGWOOD WEALTH MANAGEMENT, LLC

DOGWOOD WEALTH MANAGEMENT, LLC of LENEXA, KS is an SEC-registered investment adviser.

## Registration

- CRD: 317580
- Type: SEC-registered investment adviser
- SEC file number: 801-123208
- Location: 8813 PENROSE LN, SUITE 350, LENEXA, KS, 66219
- Phone: (913) 232-2900
- Latest filing: 2026-03-30
- Regulatory AUM: $257.2M
- Discretionary AUM: $257.2M
- Clients: 6
- Accounts: 839

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317580/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317580/similar
- Related entities: https://search.stillhousedata.com/firm/317580/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317580

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.