| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Hughes Control | Member | 10-25% | 2019 |
| Louis Roy Hughes Control | Managing Member | Over 75% | 2018 |
| Michael Anthony Derosa Control | Chief Compliance Officer | Under 5% | 2018 |
Dovetail Wealth Management, LLC reports $299.2 million in regulatory assets under management on its Form ADV.
Dovetail Wealth Management, LLC reports 4 employees.
Dovetail Wealth Management, LLC is based in Taylor, TX and has been SEC-registered since 2018.
Dovetail Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 301 North Main Street, Taylor, TX 76574 |
| Phone | (512) 352-1613 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1921674 |
| Discloses disciplinary history | No |
| Discretionary | $299.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $299.2M |