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| Dovetail Wealth Management LLC
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|---|---|
| CRD # | 291068 |
| SEC # | 801-112276 |
| CIK # | 0001921674 |
| AUM | 333.1 M (2026-02-26) |
| 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) | 544 | 84.5 |
| (b) Individuals (high net worth individuals) | 313 | 243.4 |
| (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 | 0.3 |
| (h) Charitable organizations | 0 | 2.0 |
| (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 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 867 | 333.1 |
| By Discretionary | ||
| Discretionary | 867 | 333.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 867 | 333.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.1 | |
| Total | 867 | 333.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Good Harbor Advisors Inc
✚
|
MA | 333.7 M |
|
Strait & Sound Wealth Management LLC
✚
|
333.7 M | |
|
Financial Consultants & Advisory Corporation
✚
|
IN | 333.1 M |
|
My Legacy Advisors LLC
✚
|
OR | 333.1 M |
|
Dibenedetto & Associates Ltd
✚
|
IL | 333.1 M |
|
Fields Gottscho Capital Management LLC
✚
|
VA | 333.0 M |
|
Outwing LLC
✚
|
CA | 332.8 M |
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 332.8 M |
|
Laurus Global Equity Management Inc
✚
|
332.7 M | |
|
American Fundstars Financial Group LLC
✚
|
CA | 332.7 M |