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DAKOTA WEALTH ADVISORS LLC
CRD 319527
1929 N WASHINGTON ST M1, BISMARCK, ND, 58501, United States
Phone
701-751-0493
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.5M |
Official SEC filing: View on IAPD