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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSA, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| HUGHES, LOUIS, ROY | I | MANAGING MEMBER | E | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
| Hughes, Ann | I | MEMBER | B | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
301 NORTH MAIN STREETTAYLOR, TX 76574
United States
Phone: (512) 352-1613