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DOGWOOD WEALTH ADVISORS, LLC

EIN 47-1513057-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
7
1100 PEACHTREE STREET, SUITE 325 - ATLANTA, GA 30309404-500-0155dogwoodwealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.2M - 7 part

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Retirement#001

DOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$4.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN401k$4.2M72025
Retirement plans
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