Dogwood Wealth Advisors, L.L.C.

Atlanta, GA

Georgia

Registered In

08/01/2014

Incorp. Date

Company Summary

Dogwood Wealth Advisors, L.L.C. at 1100 Peachtree ST STE 325, Atlanta, Ga 30309 lists Jason Harold Coffman of Atlanta, GA as the associate.

Overview

Registered In

Georgia

Incorporation Date

08/01/2014

Company Type

Domestic Limited Liability Company

Status

Active/Compliance

Registration Type

Domestic

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People

Jason H. Coffman Registered Agent	170 Mitchell Street, SW, Atlanta, GA 30303
Jason Harold Coffman Organizer	170 MITCHELL ST SW, ATLANTA, GA 30303

Map & Locations

1100 PEACHTREE ST STE 325, ATLANTA, GA 30309 View Map

Financials

Financial Information for Dogwood Wealth Advisors, L.L.C.

Form 5500

DOGWOOD WEALTH ADVISORS, LLC

1100 Peachtree Street Suite 325, Atlanta, Ga 30309 (404) 500-0155 EIN:47-1513057 Plan Admin:Craig Houck

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,956,837 / $2,609,652	2023	DOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,956,837 / $2,609,652
2022	Plan NameDOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,107,587 / $1,956,837	2022	DOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$2,107,587 / $1,956,837
2021	Plan NameDOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,611,599 / $2,158,535	2021	DOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,611,599 / $2,158,535
2020	Plan NameDOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,562,849 / $1,611,599	2020	DOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,562,849 / $1,611,599
2019	Plan NameDOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,653,424 / $1,562,849	2019	DOGWOOD WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,653,424 / $1,562,849

Benefit & Retirement Plans based on Form 5500.

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Address Match:1100 Peachtree St Atlanta, GA

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Person/City Match:Jason H Coffman - Atlanta, GA

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Person/City Match:Jason Harold Coffman - Atlanta, GA

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Sources

The following government agencies have contributed data:

• Georgia Corporations Division • U.S. Department of Labor