Dovetail Wealth Management, LLC
● SEC registered since 2018CRD 291068SEC# 801-112276Taylor, TX
Reg. AUM
$333.1M
Employees
4
Accounts
867
Location
Taylor, TX
Dovetail Wealth Management, LLC assets under management
Dovetail Wealth Management, LLC is an SEC-registered investment adviser based in Taylor, TX. The firm has been registered since 2018. It reports $333.1 million in regulatory assets under management and employs 4 people.
Dovetail Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Hughes Control | Member | 10-25% | 2019 |
| Louis Roy Hughes Control | Managing Member | Over 75% | 2018 |
| Michael Anthony Derosa Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Dovetail Wealth Management, LLC manage?
Dovetail Wealth Management, LLC reports $333.1 million in regulatory assets under management on its Form ADV.
How many employees does Dovetail Wealth Management, LLC have?
Dovetail Wealth Management, LLC reports 4 employees.
Where is Dovetail Wealth Management, LLC located?
Dovetail Wealth Management, LLC is based in Taylor, TX and has been SEC-registered since 2018.
Does Dovetail Wealth Management, LLC disclose fund performance?
Dovetail Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 North Main Street, Taylor, TX 76574 |
| Phone | (512) 352-1613 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1921674 |
| Discloses disciplinary history | No |
Regulatory AUM
$333.1M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$333.1Mregulatory AUM
Discretionary $333.1M