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Building 2DOVETAIL WEALTH MANAGEMENT, LLC

Map pinTAYLOR, TX
Phone(512) 352-1613
NotebookSEC #801-112276
Total AUM
$333.1M
Employees
4
Clients
860

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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