Dovetail Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Taylor, TX. Its latest Form ADV filing, dated February 26, 2026, reports $333M in regulatory assets under management, 4 employees, and 867 accounts.
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
544
2
HNWI
36.5%
313
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of February 26, 2026
Discretionary100.0%
$333M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$333M
Total Accounts867
10Y AUM Change+$333M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee214:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.