Dogwood Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 317580
· SEC file 801-123208
· Lenexa, KS
· www.instagram.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $257M
- Discretionary
- $257M
- Clients
- 233
- Avg AUM / client
- $1.1M
- Accounts
- 839
- Employees
- 6
AUM over time
$0
$257M
Jan 11, 2022
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 146 | $57.2M | 22.2% |
| High net worth individuals | 87 | $200M | 77.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric John Sheerin | Managing Member / Principal | Feb 2022 (5y) | 50% – 75% | |
| Jason Russell Newcomer | Member / Principal / Chief Compliance Officer | CFP | Feb 2022 (5y) | 50% – 75% |
| Rory Drew Jones | Registered representative | CFP | Oct 2024 (2y) | |
| Allie Elizabeth Houston | Registered representative | CFP | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗