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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: DOGWOOD WEALTH MANAGEMENT, LLCCRD Number: 317580OtherThanAnnual AmendmentAll
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Visit the Dogwood Wealth Management LLC website.
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Retirees needing guidance on managing assets during retirement.
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Small business owners wanting to organize their financial strategy.
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Dogwood Wealth Management LLC is a financial advisory firm that provides investment management, financial planning, and wealth management services to individuals and families.
Individuals or entities that are seeking to establish Dogwood Wealth Management LLC as a legal business entity are required to file. This typically includes the owners or partners who wish to operate under this LLC structure.
To fill out the necessary documentation for Dogwood Wealth Management LLC, one must gather required personal and business information, complete the articles of organization, and submit these documents to the appropriate state agency.
The purpose of Dogwood Wealth Management LLC is to assist clients in managing their finances, investment portfolios, and achieving their financial goals through tailored financial strategies and advice.
Information that must be reported includes the LLC's name, registered agent, business purpose, members or managers, and any relevant financial details required by regulatory bodies.
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