# Dovermont Wealth & Tax Solutions

> Dovermont Wealth & Tax Solutions is a state-registered investment advisory firm in Montebello, NY, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated August 10, 2026.

- CRD: 336294
- Filed as: DOVERMONT WEALTH & TAX SOLUTIONS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montebello, NY
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336294
- AdvisorCensus page: https://advisorcensus.com/firm/dovermont-wealth-and-tax-solutions-montebello-ny-336294

## Quick answers

**How is Dovermont Wealth & Tax Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Dovermont Wealth & Tax Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dovermont Wealth & Tax Solutions located?**
Dovermont Wealth & Tax Solutions' principal office is in Montebello, NY, according to its Form ADV.

**Is Dovermont Wealth & Tax Solutions registered with the SEC or a state?**
Dovermont Wealth & Tax Solutions is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336294.

**Does Dovermont Wealth & Tax Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336294

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Other investment advisers | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [dovermontwealth.com](https://dovermontwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dovermont Wealth & Tax Solutions (CRD 336294): Form ADV filing data as of October 2026.