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| Dovetail Wealth Management LLC
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| |
|---|---|
| CRD # | 291068 |
| SEC # | 801-112276 |
| CIK # | 0001921674 |
| AUM | $278.3 MM (2024-02-27) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 512-352-1613 |
| Address | 301 North Main Street Taylor, TX 76574 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 541 | 77.9 |
| (b) Individuals (high net worth individuals) | 241 | 197.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 278.3 |
| By Discretionary | ||
| Discretionary | 790 | 278.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 790 | 278.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.3 | |
| Total | 790 | 278.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M3 Advisory Group LLC
✚
|
MA | 0.3 |
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Motive Wealth Advisors LLC
✚
|
MI | 0.3 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.3 |
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Ricketts Financial LLC
✚
|
KY | 0.3 |
|
Monterey Wealth Partners LLC
✚
|
GA | 0.3 |
|
Chapwood Capital Investment Management LLC
✚
|
TX | 0.3 |
|
WFG Capital Advisors LLC
✚
|
AL | 0.3 |