DAKOTA WEALTH, LLC

PALM BEACH GARDENS, Florida·11 registered advisors·CRD# 297987
SEC# 801-11409721(561) 774-8101
01

Firm Overview

AUM
$6.1B
Regulatory assets under management
Employees
84
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at DAKOTA WEALTH, LLC

11 registered advisors
Alicia Caufield
PALM BEACH GARDENS, Florida
Brenda Lourene Hood
PALM BEACH GARDENS, Florida
Bryan Paul Keller
PALM BEACH GARDENS, Florida
Gregory Scott Horn
PALM BEACH GARDENS, Florida
Kayla Marie Berg
PALM BEACH GARDENS, Florida
Leslie Arsenault Metz
PALM BEACH GARDENS, Florida
Luke S Baxter
PALM BEACH GARDENS, Florida
Michael Reed
PALM BEACH GARDENS, Florida
Peter Francis Mawn
PALM BEACH GARDENS, Florida
Peter John Raimondi
PALM BEACH GARDENS, Florida
Seth Honowitz
PALM BEACH GARDENS, Florida
05

Office Locations

PALM BEACH GARDENS, Florida
11 advisors

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Data sourced from SEC Form ADV filings. DAKOTA WEALTH, LLC (CRD# 297987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.