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DAKOTA WEALTH, LLC
CRD 297987 · SEC 801-114097
11376 N. JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418-1752, United States
Phone
(561) 774-8101
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.94B
Discretionary AUM
$6.93B
Team
91 total employees; 61 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersOUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2441 | $1.93B |
| High net worth individuals | 1287 | $4.66B |
| Pooled investment vehicles | 1 | $465K |
| Pension/profit sharing plans | 14 | $297.0M |
| Charitable organizations | 12 | $52.0M |
| Corporations/business entities | 9 | $3.7M |
States served
VT, AZ, CA, CO, DE, DC, GA, IL, IA, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, ND, OH, OR, PA, RI, SC, TN, VA, WI, WY, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD