DAKOTA WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$6,941,956,964
Discretionary
$6,933,273,402
Non-discretionary
$8,683,562
Firm details
- CRD number
- 297987
- SEC file number
- 801-114097
- Main office
- PALM BEACH GARDENS, FL, United States
- Employees
- 91
- SEC status
- Approved
- Website
- https://www.dakotawm.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.