# DOVETAIL WEALTH MANAGEMENT, LLC

DOVETAIL WEALTH MANAGEMENT, LLC of TAYLOR, TX is an SEC-registered investment adviser.

## Registration

- CRD: 291068
- Type: SEC-registered investment adviser
- SEC file number: 801-112276
- Location: 301 NORTH MAIN STREET, TAYLOR, TX, 76574
- Phone: (512) 352-1613
- Latest filing: 2026-02-26
- Regulatory AUM: $333.1M
- Discretionary AUM: $333.1M
- Clients: 4
- Accounts: 867

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291068/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291068/similar
- Related entities: https://search.stillhousedata.com/firm/291068/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291068

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.