Overview
Assets Under Management: $299 million
Headquarters: TAYLOR, TX
High-Net-Worth Clients: 275
Average Client Assets: $781,362
Frequently Asked Questions
DOVETAIL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291068), DOVETAIL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DOVETAIL WEALTH MANAGEMENT, LLC is headquartered in TAYLOR, TX.
DOVETAIL WEALTH MANAGEMENT, LLC serves 275 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, DOVETAIL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
DOVETAIL WEALTH MANAGEMENT, LLC manages $299 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, DOVETAIL WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 275
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.82
Average High-Net-Worth Client Assets: $781,362
Total Client Accounts: 819
Discretionary Accounts: 819
Regulatory Filings
CRD Number: 291068
Last Filing Date: 2025-02-06 00:00:00
Website: https://www.dovetailwealth.com