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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Dovetail Wealth Management LLC
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|---|---|
| CRD # | 291068 |
| SEC # | 801-112276 |
| CIK # | 0001921674 |
| AUM | $299.2 M (2025-02-06) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 512-352-1613 |
| Address | 301 North Main Street Taylor, TX 76574 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 535 | 79.9 |
| (b) Individuals (high net worth individuals) | 275 | 214.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 299.2 |
| By Discretionary | ||
| Discretionary | 819 | 299.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 819 | 299.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.2 | |
| Total | 819 | 299.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Premia Global Advisors LLC
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|
FL | 0.3 |
|
Gen-Wealth Partners Inc
✚
|
MI | 0.3 |
|
M Group Investment Advisor LLC
✚
|
0.3 | |
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 0.3 |
|
Taylor Frigon Capital Management LLC
✚
|
AZ | 0.3 |
|
Brown Financial Advisors LLC
✚
|
OH | 0.3 |
|
Certified Tax Service Inc
✚
|
IL | 0.3 |
|
Targeted Financial Services LLC
✚
|
FL | 0.3 |
|
Jessup Wealth Management Inc
✚
|
OH | 0.3 |
|
Bridgewater Asset Management LLC
✚
|
MO | 0.3 |