DOGWOOD WEALTH MANAGEMENT, LLC

Overview

Dogwood Wealth Management, LLC is an independent RIA formed in 2022 that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm charges a mix of percentage-of-AUM and fixed fees and presents itself as a boutique advisory practice rather than a capital allocator. Its stated activity centers on constructing client portfolios through pooled public funds as the core sleeve, while supplementing portfolios with third‑party alternative managers for hedge fund and real estate exposure. The firm does not identify as an active ESG investor. Its advisory model leans on external managers and mutual fund vehicles to implement asset allocation and tactical tilts rather than a primary emphasis on individual-stock selection or direct underwriting. Account servicing and planning are positioned around household-level relationships, with multiple accounts per client common.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices