# Dovetail Wealth Management

Dovetail Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 291068
- **SEC file number:** 801-112276
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291068

## About

DOVETAIL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in TAYLOR, TX, registered since 2018. The firm manages approximately $333 million in assets. It employs 4 staff and 3 investment advisers.

## Questions

### Who runs investment decisions at Dovetail Wealth Management?

Dovetail Wealth Management has not publicly named any investment professionals or executives involved in decision-making. SEC records show the firm as an RIA but do not list individual principals.

### How does Dovetail source proprietary deal flow?

The firm has not disclosed its sourcing model. Without a publicly available website or marketing materials, its pipeline for investment opportunities—whether through internal research, family networks, or external partnerships—remains unknown.

### What investment stages does Dovetail typically target?

No information has been found on Dovetail's preferred investment stages. There are no public records of venture, growth, buyout, or real estate deals associated with the firm.

### Which sectors or asset classes does Dovetail avoid?

Dovetail has not published any negative screening criteria or sector restrictions. Its investment universe cannot be determined from available public sources.

## Related profiles

- [ACM MACRO LLC](https://altss.com/profile/acm-macro-llc)
- [FENIX TRADING](https://altss.com/profile/fenix-trading)

---

Last updated: 2026-07-06T01:24:15.483Z

Canonical page: https://altss.com/profile/dovetail-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology