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DOVETAIL FINANCIAL GROUP LLC

WILMINGTON, NC · CRD 311298 · IAPD ↗ · dovetailfin.com · 910-395-1991

$298.9MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
June 2025 — DOVETAIL FINANCIAL GROUP LLC changed its website from transituswealth.com to dovetailfin.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
June 2025 — TRANSITUS WEALTH PARTNERS LLC is now doing business as DOVETAIL FINANCIAL GROUP LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
January 2025 — TRANSITUS WEALTH PARTNERS LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — TRANSITUS WEALTH PARTNERS LLC now reports custody of client assets ($2.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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