← Back to searchVisit website
WEALTH PLUS OF THE DAKOTAS, INC.
CRD 287536
405 8TH AVE. NW, SUITE 208, ABERDEEN, SD, 57401, United States
Phone
605-622-7801
Fax
530-685-3963
Registration
— (—)
Source
State registered
Total AUM
$79.3M
Discretionary AUM
$24.3M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR'S FEES
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $24.3M |
| Pension/profit sharing plans | 7 | $55.0M |
All web addresses on file
Official SEC filing: View on IAPD