Dakota Wealth, LLC
Dakota Wealth, LLC (CRD# 297987) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $5,334,134,989 in 9,720 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management5,334MILLION
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
Kurt Durrwachter (CRD# 4207020) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 23 years of experience in the finance industry.
Amy Armstrong (CRD# 2635807) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 27 years of experience in the finance industry.
Peter Augustin (CRD# 6180894) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 9 years of experience in the finance industry.
Gina Bartell (CRD# 3229769) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.
Luke Baxter (CRD# 5569377) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.
Louis Della Valle (CRD# 2782757) is an Investment Advisor Representative working at Dakota Wealth, LLC in Mansfield, MA and has over 27 years of experience in the finance industry.
Diane Dillon (CRD# 2046612) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 18 years of experience in the finance industry.
Jessica Elscheid (CRD# 5562122) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.
Jeffrey Goyette (CRD# 2500780) is an Investment Advisor Representative working at Dakota Wealth, LLC in Mechanicsburg, PA and has over 29 years of experience in the finance industry.
Jeffrey Goyette (CRD# 5818674) is an Investment Advisor Representative working at Dakota Wealth, LLC in Mechanicsburg, PA and has over 9 years of experience in the finance industry.