|
⚲
|
| Dogwood Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 317580 |
| SEC # | 801-123208 |
| CIK # | 0002056922 |
| AUM | $204.2 M (2025-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 913-232-2900 |
| Address | 8813 Penrose Ln Lenexa, KS 66219 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 6.9 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| Apple Inc | 2.7 | ||
| Amazon Com Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 39.0 |
| (b) Individuals (high net worth individuals) | 85 | 165.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 204.2 |
| By Discretionary | ||
| Discretionary | 195 | 204.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 195 | 204.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.2 | |
| Total | 195 | 204.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056922] |
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|---|---|---|
|
Anchor Wealth Management Group LLC
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FL | 0.2 |
|
Floyd Benjamin Joseph
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TX | 0.2 |
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Carlsbad Wealth Advisory Group Inc
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CA | 0.2 |
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MA | 0.2 |
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Gregory Lyle & Co
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0.2 | |
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NDVR Inc
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Adolos Asset Management
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0.2 | |
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Campion Asset Management LLC
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VA | 0.2 |
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FFG Retirement Advisors LLC
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CO | 0.2 |