DOVERMONT WEALTH & TAX SOLUTIONS

CRD 336294

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400 RELLA BLVD, MONTEBELLO, NY, 10901, United States

Phone

934-212-0023

Fax

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Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2025-07-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)Educational seminarsIRS TAX REPRESENTATIVE AND PLANNING; INSURANCE SALES ((LIFE, DISABILITY, LONG-TERM CARE)

All web addresses on file

https://www.dovermontwealth.com

Official SEC filing: View on IAPD