DAKOTA WEALTH, LLC

PALM BEACH GARDENS, Florida·1 registered advisor·CRD# 141137
SEC# 801-670123561-774-8101
01

Firm Overview

AUM
$311M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAKOTA WEALTH, LLC

1 registered advisor
Myranda Jane Obara
PEABODY, Massachusetts
05

Office Locations

PEABODY, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. DAKOTA WEALTH, LLC (CRD# 141137) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.