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Building 2DAKOTA WEALTH, LLC

Map pinPALM BEACH GARDENS, FL
Phone561-774-8101
NotebookSEC #801-67012
Total AUM
$311.2M
Employees
11
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3001 PGA BOULEVARD
SUITE 102
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
561-774-8101
Other Offices
3

ReceiptFinancials

Total AUM
$311.2M
Accounts
416
Discretionary
$311.2M
Accounts
416
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
310
AUM
$112M
HNW Individual Clients
97
AUM
$184.9M
Pension/Profit Sharing Plan Clients
6
AUM
$12.4M
Charitable Organization Clients
2
AUM
$1.3M
Insurance Company Clients
1
AUM
$605.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHNYSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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