Dovetail Wealth Management

EST. AUM
$333,149,113

CONTACTS
2

CLIENT ACCOUNTS
867

Firm Details

Metro area Austin
CRD Number 291068
Website dovetailwealth.com
Client types

Overview

At Dovetail Wealth Management, the firm strives to provide its clients the best financial advice and service. As part of that effort, the firm established itself as an SEC registered investment advisor. This is an important milestone representing the growth and success of its clients and the firm. It means that the advice and services clients receive are provided to them directly through their relationship with Dovetail Wealth Management and their advisor. In 2023, Dovetail Wealth Management was named to USA TODAY’s Best Financial Advisory Firms list, placing it in the top 2% of all advisory firms in America. The list was created with input from clients and industry professionals, as well as looking at the firm’s growth of assets under management. To act as custodian for its advisory and brokerage accounts, the firm selected LPL Financial which is the largest independent broker dealer in the country (as reported by Financial Planning magazine, June 1996 -2018, based on total revenue.) Dovetail Wealth Management chose LP

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dovetail Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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