Active
DOVETAIL WEALTH MANAGEMENT, LLC
Investment Advice|TAYLOR, TX
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Assets Under Management
$299.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 299.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 291068 |
| SEC Number | 801-112276 |
| Street Address | 301 NORTH MAIN STREET |
| Location | TAYLOR, TX 76574 |
| Country | United States |
| Phone | (512) 352-1613 |
| Total Employees | 4 |
| Business Types | insurance_broker |
Client Count by Type (816 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 535 |
| High Net Worth Individual… | 275 |
| Charitable Organizations | 6 |
Community Partners
CITY OF COUPLAND
CITY OF HUTTO
CITY OF JARRELL
CITY OF LEANDER
CITY OF LIBERTY HILL
CITY OF TAYLOR
TOWN OF FLORENCE
TOWN OF THRALL
TOWN OF WEIR
CITY OF COUPLAND
CITY OF HUTTO
CITY OF JARRELL
CITY OF LEANDER
CITY OF LIBERTY HILL
CITY OF TAYLOR
TOWN OF FLORENCE
TOWN OF THRALL
TOWN OF WEIR
CITY OF COUPLAND
CITY OF HUTTO
CITY OF JARRELL
CITY OF LEANDER
CITY OF LIBERTY HILL
CITY OF TAYLOR
TOWN OF FLORENCE
TOWN OF THRALL
TOWN OF WEIR
Municipal Government
9 Active
9
Organizations
7S RANCH MUD
ANDERSON MILL LIMITED DISTRICT
BLOCK HOUSE MUD
BRUSHY CREEK MUD
BRUSHY CREEK REGIONAL UTILITY AUTHORITY (BCRUA)
FERN BLUFF MUD
GEORGETOWN CITY HOUSING AUTHORITY
GRANGER CITY HOUSING AUTHORITY
HIGHLANDS AT MAYFIELD RANCH MUD
HUTTO FIRE RESCUE
JONAH WATER SPECIAL UTILITY DISTRICT
LEANDER MUD 1
LEANDER MUD 2
LEANDER MUD 3
LEANDER TODD MUD 1
LIBERTY HILL PUBLIC LIBRARY DISTRICT
LONE STAR RWA
LOWER BRUSHY CREEK WCID
MEADOWS AT CHANDLER CREEK MUNICIPAL UTILITY DISTRICT
NORTH SAN GABRIEL MUD 2
7S RANCH MUD
ANDERSON MILL LIMITED DISTRICT
BLOCK HOUSE MUD
BRUSHY CREEK MUD
BRUSHY CREEK REGIONAL UTILITY AUTHORITY (BCRUA)
FERN BLUFF MUD
GEORGETOWN CITY HOUSING AUTHORITY
GRANGER CITY HOUSING AUTHORITY
HIGHLANDS AT MAYFIELD RANCH MUD
HUTTO FIRE RESCUE
JONAH WATER SPECIAL UTILITY DISTRICT
LEANDER MUD 1
LEANDER MUD 2
LEANDER MUD 3
LEANDER TODD MUD 1
LIBERTY HILL PUBLIC LIBRARY DISTRICT
LONE STAR RWA
LOWER BRUSHY CREEK WCID
MEADOWS AT CHANDLER CREEK MUNICIPAL UTILITY DISTRICT
NORTH SAN GABRIEL MUD 2
7S RANCH MUD
ANDERSON MILL LIMITED DISTRICT
BLOCK HOUSE MUD
BRUSHY CREEK MUD
BRUSHY CREEK REGIONAL UTILITY AUTHORITY (BCRUA)
FERN BLUFF MUD
GEORGETOWN CITY HOUSING AUTHORITY
GRANGER CITY HOUSING AUTHORITY
HIGHLANDS AT MAYFIELD RANCH MUD
HUTTO FIRE RESCUE
JONAH WATER SPECIAL UTILITY DISTRICT
LEANDER MUD 1
LEANDER MUD 2
LEANDER MUD 3
LEANDER TODD MUD 1
LIBERTY HILL PUBLIC LIBRARY DISTRICT
LONE STAR RWA
LOWER BRUSHY CREEK WCID
MEADOWS AT CHANDLER CREEK MUNICIPAL UTILITY DISTRICT
NORTH SAN GABRIEL MUD 2
Special District
77 Active
77
Organizations
COUPLAND IND SCH DIST 914
FLORENCE IND SCH DIST 902
GEORGETOWN IND SCH DIST 904
GRANGER IND SCH DIST 905
HUTTO IND SCH DIST 906
JARRELL IND SCH DIST 907
LEANDER IND SCH DIST 913
LIBERTY HILL IND SCH DIST 908
ROUND ROCK IND SCH DIST 909
TAYLOR IND SCH DIST 911
THRALL IND SCH DIST 912
COUPLAND IND SCH DIST 914
FLORENCE IND SCH DIST 902
GEORGETOWN IND SCH DIST 904
GRANGER IND SCH DIST 905
HUTTO IND SCH DIST 906
JARRELL IND SCH DIST 907
LEANDER IND SCH DIST 913
LIBERTY HILL IND SCH DIST 908
ROUND ROCK IND SCH DIST 909
TAYLOR IND SCH DIST 911
THRALL IND SCH DIST 912
COUPLAND IND SCH DIST 914
FLORENCE IND SCH DIST 902
GEORGETOWN IND SCH DIST 904
GRANGER IND SCH DIST 905
HUTTO IND SCH DIST 906
JARRELL IND SCH DIST 907
LEANDER IND SCH DIST 913
LIBERTY HILL IND SCH DIST 908
ROUND ROCK IND SCH DIST 909
TAYLOR IND SCH DIST 911
THRALL IND SCH DIST 912
School District
11 Active
11
Organizations
180 MINISTRIES
33 UP INC
ABOLISH ABORTION TEXAS
A Change for Cam
AGAINST THE ODDS MENTORING SERVICES
AGAPE FOOD PANTRY OF TAYLOR INC
AGORA COMMUNITY CONNECTIONS
AIA AUSTIN IVORIANS ASSOCIATION
AIE STEM
AIRBO FOUNDATION
ALF CHARITIES INCORPORATED
ALGAE BLOOM CORP
ALTRUSA INTERNATIONAL INC
AMATEUR ATHELTIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN CHRISTIAN FICTION WRITERS INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
180 MINISTRIES
33 UP INC
ABOLISH ABORTION TEXAS
A Change for Cam
AGAINST THE ODDS MENTORING SERVICES
AGAPE FOOD PANTRY OF TAYLOR INC
AGORA COMMUNITY CONNECTIONS
AIA AUSTIN IVORIANS ASSOCIATION
AIE STEM
AIRBO FOUNDATION
ALF CHARITIES INCORPORATED
ALGAE BLOOM CORP
ALTRUSA INTERNATIONAL INC
AMATEUR ATHELTIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN CHRISTIAN FICTION WRITERS INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
180 MINISTRIES
33 UP INC
ABOLISH ABORTION TEXAS
A Change for Cam
AGAINST THE ODDS MENTORING SERVICES
AGAPE FOOD PANTRY OF TAYLOR INC
AGORA COMMUNITY CONNECTIONS
AIA AUSTIN IVORIANS ASSOCIATION
AIE STEM
AIRBO FOUNDATION
ALF CHARITIES INCORPORATED
ALGAE BLOOM CORP
ALTRUSA INTERNATIONAL INC
AMATEUR ATHELTIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN CHRISTIAN FICTION WRITERS INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
Nonprofit Organization
623 Active
623
Organizations
Community Partners120 organizations
CITY OF COUPLAND
Municipal Government·COUPLAND
CITY OF HUTTO
Municipal Government·HUTTO
TOWN OF FLORENCE
Municipal Government·FLORENCE
TOWN OF THRALL
Municipal Government·THRALL
TOWN OF WEIR
Municipal Government·WEIR
7S RANCH MUD
Special District·PFLUGERVILLE
BLOCK HOUSE MUD
Special District·LEANDER
BRUSHY CREEK REGIONAL UTILITY AUTHORITY (BCRUA)
Special District·ROUND ROCK
GRANGER CITY HOUSING AUTHORITY
Special District·GRANGER
HIGHLANDS AT MAYFIELD RANCH MUD
Special District·BEE CAVE
HUTTO FIRE RESCUE
Special District·HUTTO
JONAH WATER SPECIAL UTILITY DISTRICT
Special District·HUTTO
LEANDER MUD 1
Special District·AUSTIN
LEANDER MUD 2
Special District·AUSTIN
LEANDER MUD 3
Special District·AUSTIN
LEANDER TODD MUD 1
Special District·AUSTIN
LONE STAR RWA
Special District·PFLUGERVILLE
LOWER BRUSHY CREEK WCID
Special District·GEORGETOWN
MEADOWS AT CHANDLER CREEK MUNICIPAL UTILITY DISTRICT
Special District·AUSTIN
NORTH SAN GABRIEL MUD 2
Special District·AUSTIN
PALMERA RIDGE MUD
Special District·CEDAR PARK
PALOMA LAKE MUD 1
Special District·ROUND ROCK
PALOMA LAKE MUD 2
Special District·AUSTIN
PARKSIDE AT MAYFIELD RANCH MUD
Special District·AUSTIN
ROUND ROCK MUD 1
Special District·ROUND ROCK
ROUND ROCK MUD 2
Special District·ROUND ROCK
SHELL ROAD MUD
Special District·AUSTIN
SIENA MUD 1
Special District·AUSTIN
SIENA MUD 2
Special District·AUSTIN
SONTERRA MUD
Special District·JARRELL
SOUTHEAST WILLIAMSON COUNTY MUD 1
Special District·CEDAR PARK
STONEWALL RANCH MUD
Special District·AUSTIN
TAYLOR CITY HOUSING AUTHORITY
Special District·TAYLOR
TRI COUNTY SPECIAL UTILITY DISTRICT
Special District·MARLIN
WALSH RANCH MUD
Special District·ROUND ROCK
WATCH HILL MUD
Special District·AUSTIN
WEST TRAVIS COUNTY PUBLIC UTILITY AGENCY
Special District·BEE CAVE
WEST WILLIAMSON COUNTY MUD 1
Special District·AUSTIN
WEST WILLIAMSON COUNTY MUD 2
Special District·AUSTIN
WILLIAMSON COUNTY EMERGENCY SERVICES DISTRICT 10
Special District·COUPLAND
WILLIAMSON COUNTY EMERGENCY SERVICES DISTRICT 2
Special District·ROUND ROCK
180 MINISTRIES
Nonprofit Organization·Hutto
33 UP INC
Nonprofit Organization·Hutto
ABOLISH ABORTION TEXAS
Nonprofit Organization·LIBERTY HILL
A Change for Cam
Nonprofit Organization·Liberty Hill
AGAINST THE ODDS MENTORING SERVICES
Nonprofit Organization·Taylor
AGAPE FOOD PANTRY OF TAYLOR INC
Nonprofit Organization·TAYLOR
AGORA COMMUNITY CONNECTIONS
Nonprofit Organization·Taylor
AIA AUSTIN IVORIANS ASSOCIATION
Nonprofit Organization·HUTTO
AIE STEM
Nonprofit Organization·HUTTO
AIRBO FOUNDATION
Nonprofit Organization·Liberty Hill
ALF CHARITIES INCORPORATED
Nonprofit Organization·Florence
ALGAE BLOOM CORP
Nonprofit Organization·BEE CAVE
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Liberty Hill
AMATEUR ATHELTIC UNION OF THE UNITED STATES
Nonprofit Organization·Hutto
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Hutto
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Liberty Hill
AMERICAN CHRISTIAN FICTION WRITERS INC
Nonprofit Organization·Liberty Hill
AMERICAN LEGION
Nonprofit Organization·Hutto
AMERICAN LEGION
Nonprofit Organization·FLORENCE
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Jarrell
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Taylor
AMERICAN LEGION FLORENCE POST 354
Nonprofit Organization·Florence
AMERICAN LEGION POST 39
Nonprofit Organization·TAYLOR
AMERICAN WORKERS INSTITUTE
Nonprofit Organization·LIBERTY HILL
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·Liberty Hill
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·LIBERTY HILL
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·Taylor
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·Florence
ANDICE CEMETERY ASSOCIATION
Nonprofit Organization·FLORENCE
ANDICE COMMUNITY CENTER
Nonprofit Organization·FLORENCE
ANIMAL DEFENDERS ALLIANCE
Nonprofit Organization·Hutto
ANTS HAPPY ENDINGS SENIOR DOG SANCTUARY
Nonprofit Organization·Liberty Hill
AP ELITE INC
Nonprofit Organization·HUTTO
APOSTOLIC CHAMBER OF COMMERCE
Nonprofit Organization·Hutto
AQUIFER CONSERVATION ALLIANCE
Nonprofit Organization·Liberty Hill
ARTS CONVERGENCE
Nonprofit Organization·Coupland
ASSISTING TEXAS WITH HOUSING INC
Nonprofit Organization·TAYLOR
ASSOCIATION KANIANAISE POUR LA SOLI DARITE ET LE DEVELOPPEMENT DURABLE
Nonprofit Organization·Hutto
ASYMMETRIC WARRIOR ASSOCIATION
Nonprofit Organization·Liberty Hill
AU ELEMENTS OF TEXAS CHEER AND DANCE
Nonprofit Organization·Hutto
AUSTIN AREA CAR CLUB
Nonprofit Organization·Liberty Hill
Austin Christian Fellowship of India
Nonprofit Organization·Hutto
AUSTIN CREATIVE PATHWAYS
Nonprofit Organization·HUTTO
AUSTIN DRESSAGE UNLIMITED
Nonprofit Organization·LIBERTY HILL
AUSTIN HALOS SELECT
Nonprofit Organization·Hutto
AUSTIN KAPPA EDUCATION AND LEADERSHIP FOUNDATION
Nonprofit Organization·Liberty Hill
AUSTIN LATIN MINISTERIAL ALLIANCE
Nonprofit Organization·Taylor
AUSTIN METRO BASEBALL LEAGUE INC
Nonprofit Organization·TAYLOR
AUSTIN WOMENS BASKETBALL LEAGUE
Nonprofit Organization·HUTTO
BALD MAMA
Nonprofit Organization·Hutto