← Tributary

DOVETAIL WEALTH MANAGEMENT, LLC

TAYLOR, TX · CRD 291068 · IAPD ↗ · (512) 352-1613

$333.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2024 — DOVETAIL WEALTH MANAGEMENT, LLC reported RAUM up 26% ($220.9M -> $278.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.