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DAKOTA WEALTH, LLC
PALM BEACH GARDENS, FL
(561) 774-8101
SEC #801-114097Total AUM
$6.9B
Employees
91Clients
3,764Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11376 N. JOG ROAD
SUITE 101
PALM BEACH GARDENS
FL 33418-1752
United States
SUITE 101
PALM BEACH GARDENS
FL 33418-1752
United States
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Monday - Friday
Phone
(561) 774-8101
Other Offices
21
Financials
Total AUM
$6.9B
Accounts
11,161Discretionary
$6.9B
Accounts
11,148Non-Discretionary
$8.7M
Accounts
13
Clients
Individual Clients
2,441AUM
$1.9B
HNW Individual Clients
1,287AUM
$4.7B
Pooled Vehicle Clients
1AUM
$465K
Pension/Profit Sharing Plan Clients
14AUM
$297M
Charitable Organization Clients
12AUM
$52M
Corporation or Business Clients
9AUM
$3.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOCTDCDEFLGAIAILLAMAMDMEMIMNMTNCNDNENHNJNVNYOHORPARISCSDTNTXVAVTWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.