# DOVERMONT WEALTH & TAX SOLUTIONS

DOVERMONT WEALTH & TAX SOLUTIONS of MONTEBELLO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 336294
- Type: SEC-registered investment adviser
- Location: 400 RELLA BLVD, MONTEBELLO, NY, 10901
- Phone: 934-212-0023
- Latest filing: 2025-07-01
- Clients: 1

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336294/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336294/similar
- Related entities: https://search.stillhousedata.com/firm/336294/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336294

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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.