DOVETAIL WEALTH MANAGEMENT, LLC

301 North Main Street
Taylor, Texas 76574
Tel: (512) 352-1613

About DOVETAIL WEALTH MANAGEMENT, LLC

DOVETAIL WEALTH MANAGEMENT, LLC, formally registered with the SEC as DOVETAIL WEALTH MANAGEMENT, LLC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.

DOVETAIL WEALTH MANAGEMENT, LLC is a Taylor, Texas based Financial Planning firm with nearly $299,183,668 assets under management, offering retirement planning & investment advisory services to 819 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291068
SEC#	801-112276
Assets Managed by Firm	$299,183,668
No. of Clients	819
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	819	$299,183,668
Individuals (other than high net worth individuals)	535	$79,878,287
High net worth individuals	275	$214,874,648
Charitable organizations	6	$1,867,546
Corporations or other businesses	Fewer than 5 clients	$2,563,187

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TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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