DOVETAIL WEALTH MANAGEMENT, LLC
CRD #291068 SEC #801-112276 TAYLOR, TX (512) 352-1613
SEC Registered
Total AUM
$299.2M
Discretionary
$299.2M
Employees
4
Clients
251
Accounts
819
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $299.2M | $299.2M | $0 | 4 | 0 |
| Feb 2024 | $278.3M | $278.3M | $0 | 4 | 0 |
| Mar 2023 | $220.9M | $220.9M | $0 | 4 | 0 |
| Nov 2022 | $233.2M | $233.2M | $0 | 4 | 2 |
| Oct 2022 | $233.2M | $233.2M | $0 | 4 | 2 |
| Mar 2022 | $233.2M | $233.2M | $0 | 4 | 2 |
| Mar 2021 | $157.2M | $157.2M | $0 | 4 | 2 |
| Aug 2020 | $136.1M | $135.8M | $274.2K | 4 | 2 |
| Jun 2020 | $136.1M | $135.8M | $274.2K | 4 | 2 |
| May 2020 | $136.1M | $135.8M | $274.2K | 4 | 2 |
| Mar 2020 | $136.1M | $135.8M | $274.2K | 4 | 2 |
| Sep 2019 | $120.7M | $120.5M | $253.4K | 4 | 2 |
| Mar 2019 | $120.7M | $120.5M | $253.4K | 4 | 2 |
| Feb 2019 | $100.4M | $100.4M | $0 | 3 | 0 |
| Mar 2018 | $100.4M | $100.4M | $0 | 3 | 0 |
| Jan 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$299.2M
Discretionary$299.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees4
Clients2
DateOct 2022
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees4
Clients2
DateMar 2022
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees4
Clients2
DateMar 2021
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees4
Clients2
DateAug 2020
Total AUM$136.1M
Discretionary$135.8M
Non-Disc.$274.2K
Employees4
Clients2
DateJun 2020
Total AUM$136.1M
Discretionary$135.8M
Non-Disc.$274.2K
Employees4
Clients2
DateMay 2020
Total AUM$136.1M
Discretionary$135.8M
Non-Disc.$274.2K
Employees4
Clients2
DateMar 2020
Total AUM$136.1M
Discretionary$135.8M
Non-Disc.$274.2K
Employees4
Clients2
DateSep 2019
Total AUM$120.7M
Discretionary$120.5M
Non-Disc.$253.4K
Employees4
Clients2
DateMar 2019
Total AUM$120.7M
Discretionary$120.5M
Non-Disc.$253.4K
Employees4
Clients2
DateFeb 2019
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0