Dakota Wealth, LLC

Dakota Wealth, LLC (CRD# 297987) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $1,785,030,984 in 2,636 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,785
    MILLION
  • Total Number of Accounts
    2,636
    ACCOUNTS
  • Average Account Value
    $677,174
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA

Financial Advisors at Dakota Wealth, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Amy B. Armstrong
CRD#: 2635807
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

Amy Armstrong (CRD# 2635807) 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.

2
Peter N. Augustin
CRD#: 6180894
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

Peter Augustin (CRD# 6180894) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 7 years of experience in the finance industry. Peter Augustin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Luke S. Baxter
CRD#: 5569377
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

Luke Baxter (CRD# 5569377) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 13 years of experience in the finance industry.

4
Carina S. Diamond
CRD#: 4652063
275 Springside Drive, Suite 250, Akron, OH 44333

Carina Diamond (CRD# 4652063) is an Investment Advisor Representative working at Dakota Wealth, LLC in Akron, OH and has over 18 years of experience in the finance industry. Carina Diamond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Diane L. Dillon
CRD#: 2046612
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

Diane Dillon (CRD# 2046612) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 16 years of experience in the finance industry.

6
Matthew J. Haddad
CRD#: 6904175
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

Matthew Haddad (CRD# 6904175) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

7
Patrick G. Hahn
CRD#: 5987795
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

Patrick Hahn (CRD# 5987795) 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. Patrick Hahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Gregory S. Horn
CRD#: 1186796
1777 Sentry Parkway West, Veva 14, Suite 102, Blue Bell, PA 19422

Gregory Horn (CRD# 1186796) is an Investment Advisor Representative working at Dakota Wealth, LLC in Blue Bell, PA and has 1 year of experience in the finance industry.

9
Bryan P. Keller
CRD#: 5733084
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

Bryan Keller (CRD# 5733084) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 11 years of experience in the finance industry.

10
William J. Mikus
CRD#: 4515022
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418

William Mikus (CRD# 4515022) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

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