DOVETAIL FINANCIAL GROUP LLC
Legal name: TRANSITUS WEALTH PARTNERS LLC
CRD #311298 SEC #801-119910 WILMINGTON, NC 910-395-1991
SEC Registered
Total AUM
$258.5M
Discretionary
$255.2M
Employees
5
Clients
251
Accounts
882
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $258.5M | $255.2M | $3.3M | 5 | 0 |
| May 2025 | $258.5M | $255.2M | $3.3M | 5 | 0 |
| Mar 2025 | $258.5M | $255.2M | $3.3M | 5 | 0 |
| Dec 2024 | $227.9M | $224.8M | $3.1M | 6 | 0 |
| Mar 2024 | $227.9M | $224.8M | $3.1M | 6 | 0 |
| Mar 2023 | $200.7M | $198.2M | $2.5M | 6 | 5 |
| Aug 2022 | $232.9M | $230.1M | $2.8M | 4 | 3 |
| Mar 2022 | $232.9M | $230.1M | $2.8M | 4 | 3 |
| Jan 2022 | $131.5M | $131.5M | $0 | 6 | 0 |
| Dec 2021 | $131.5M | $131.5M | $0 | 6 | 0 |
| Mar 2021 | $131.5M | $131.5M | $0 | 6 | 0 |
DateMay 2025
Total AUM$258.5M
Discretionary$255.2M
Non-Disc.$3.3M
Employees5
Clients0
DateMay 2025
Total AUM$258.5M
Discretionary$255.2M
Non-Disc.$3.3M
Employees5
Clients0
DateMar 2025
Total AUM$258.5M
Discretionary$255.2M
Non-Disc.$3.3M
Employees5
Clients0
DateDec 2024
Total AUM$227.9M
Discretionary$224.8M
Non-Disc.$3.1M
Employees6
Clients0
DateMar 2024
Total AUM$227.9M
Discretionary$224.8M
Non-Disc.$3.1M
Employees6
Clients0
DateMar 2023
Total AUM$200.7M
Discretionary$198.2M
Non-Disc.$2.5M
Employees6
Clients5
DateAug 2022
Total AUM$232.9M
Discretionary$230.1M
Non-Disc.$2.8M
Employees4
Clients3
DateMar 2022
Total AUM$232.9M
Discretionary$230.1M
Non-Disc.$2.8M
Employees4
Clients3
DateJan 2022
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees6
Clients0