CRD: 317580
Dogwood Wealth Management, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Eagle optimaEagle
- Established Date
- 02-11-2022
- Office Locations
- 1
Office Locations
About Dogwood Wealth Management, LLC
Dogwood Wealth Management is a Lenexa, KS wealth management firm providing values-led, holistic financial advice for business owners and professionals/executives. The team builds personalized plans and investment guidance, focusing on clear, plain-language communication while integrating tax, protection/insurance, and estate planning considerations into the overall strategy. Custody includes Charles Schwab.
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Owner & Executives
JASON RUSSELL NEWCOMER
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5563175
- Ownership
- 50% but less than 75%
ERIC JOHN SHEERIN
Certified Financial Planner, Managing Member, PRINCIPAL
- CRD
- #4786798
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Allie Elizabeth Houston
--
- CRD
- #7795037
RORY DREW JONES
Advisor
- CRD
- #5598236
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,195,056 | $306,550 |
| Non-Discretionary | $0 | -- |
| Total | $257,195,056 | $306,550 |
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Separately Managed Accounts
Total SMA Asset: $257,195,056
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,092,153,431 | 17.6% |
| Equity - Exchange | $1,017,688,424 | 16.4% |
| Municipal Bonds | $2,140,868,941 | 34.5% |
| Cash | $1,954,706,423 | 31.5% |
| Total | $6,205,417,219 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH FRONTIER | EMBER BEACON | RPYXDM7AW | MNQ | 3.46% | $48,989,422 |
| EMBER SIGNAL | DELTA EMBER | FJXL8WWIK | VPJZ | 5.86% | $48,660,178 |
| MOMENTUM SIGNAL | ATLAS SUMMIT | YS23NP442 | QEU | 10.70% | $64,596,977 |
| WAVE HORIZON PIONEER | CREST NORTH | TLAAQUFUJ | QWU | 3.04% | $53,984,546 |
| EMBER PATHWAY | PATHWAY ELEMENT | EBUUK2ALT | VQI | 1.21% | $105,059,448 |
| FUSION SIGNAL UNISON | RADIAL DELTA | 3S29HJS31 | HLREP | 12.05% | $35,805,835 |
| FUSION INSIGHT | PEAK MATRIX | 8KX68L0X1 | CTMN | 11.44% | $37,743,984 |
| VECTOR CREST | PATHWAY WAVE | M01MF3QYU | SRLR | 7.59% | $61,660,851 |