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DOVETAIL WEALTH MANAGEMENT, LLC
CRD 291068 · SEC 801-112276
301 NORTH MAIN STREET, TAYLOR, TX, 76574, United States
Phone
(512) 352-1613
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.1M
Discretionary AUM
$333.1M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 544 | $84.5M |
| High net worth individuals | 313 | $243.4M |
States served
TX
All web addresses on file
- https://www.facebook.com/profile.php?id=100086192541886
- https://www.linkedin.com/search/results/all/?heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAADDFyGABZUy0fDKezb0XREIHdHmbPpyS6ts&keyw
- https://www.linkedin.com/search/results/all/?heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAAACkKvMB8R1tsPBLwkzuZcd-wz3agLAj5Dk&keyw
- HTTP://WWW.DOVETAILWEALTH.COM
Official SEC filing: View on IAPD