DOVETAIL WEALTH MANAGEMENT, LLC of TAYLOR, TX is an SEC-registered investment adviser (CRD 291068). Regulatory assets under management: $333.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Anthony Derosa | CHIEF COMPLIANCE OFFICER | — |
| Louis Roy Hughes | MANAGING MEMBER | — |
| Ann Hughes | MEMBER | Tulsa, OK |
| HUGHES LOUIS ROY | MANAGING MEMBER | — |
| DEROSA MICHAEL ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| Hughes Ann | MEMBER | — |