# Dogwood Wealth Management

Dogwood Wealth Management is a Bank / Wealth / Trust based in Lenexa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lenexa, United States
- **Region:** North America
- **Address:** Kansas City, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** dogwoodwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/dogwood-wealth-management

## Regulatory record

- **CRD number:** 317580
- **SEC file number:** 801-123208
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317580

## About

Dogwood Wealth Management was established in 2022. It functions as a registered investment advisor serving individuals, high-net-worth individuals, trusts, and businesses. The firm offers financial planning, portfolio management, and wealth management services. No asset-class allocations, portfolio holdings, or geographic deployment details appear in available records. No team size, additional offices, or recent operational events from the last 24 months are documented.

## Questions

### What services does Dogwood Wealth Management provide?

The firm provides investment advisory services including financial planning, portfolio management, and wealth management to individuals, high-net-worth individuals, trusts, and businesses.

### When was Dogwood Wealth Management founded?

Dogwood Wealth Management was established in 2022.

### Where is Dogwood Wealth Management based?

The firm is headquartered in Kansas City, United States.

## Related profiles

- [Dogan Online](https://altss.com/profile/dogan-online)
- [Doha Bank](https://altss.com/profile/doha-bank)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/dogwood-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology