DOVETAIL WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$333M

Discretionary

$333M

100% of AUM

Avg account

$384K

Accounts

867

Employees

Advisory reps

Firm details

Headquarters: TAYLOR, Texas
CRD number: 291068
Registered since: January 8, 2018
Website: www.dovetailwealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.06%
Individuals25.35%
Corporations / Businesses0.92%
Charitable Organizations0.59%
Pension & Profit Sharing Plans0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dovetail Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides comprehensive financial planning and portfolio management across individual, small business and institutional relationships, and also offers pension consulting and selection-of-advisers services. Its service mix includes both advisory work and insurance brokerage. The firm uses a flexible fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Dovetail is not positioned as an ESG-focused manager and is not identified as a multi-state adviser. It has been SEC-registered since 2018 and is owned by an individual practitioner.