Dovetail Wealth Management, LLC
Dovetail Wealth Management, LLC is an SEC-registered mass-market adviser in Taylor, TX with $333.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Dovetail Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291068, SEC 801-112276, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $333.1M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Taylor, TX
- Employees
- 4
- Clients
- 857
- CRD
- 291068
- Ownership
- HUGHES, LOUIS, ROY; Hughes, Ann; DEROSA, MICHAEL, ANTHONY
How much AUM does Dovetail Wealth Management, LLC have?
Dovetail Wealth Management, LLC reported $333.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Dovetail Wealth Management, LLC?
Disclosed owners and executives of Dovetail Wealth Management, LLC include HUGHES, LOUIS, ROY, Hughes, Ann, DEROSA, MICHAEL, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.