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
Marshall Grams (CRD# 6973817) is an Investment Advisor Representative working at Dakota Wealth, LLC in Sartell, MN and has over 5 years of experience in the finance industry.
Matthew Haddad (CRD# 6904175) is an Investment Advisor Representative working at Dakota Wealth, LLC in Davidson, NC and has 1 year of experience in the finance industry.
Patrick Hahn (CRD# 5987795) is an Investment Advisor Representative working at Dakota Wealth, LLC in Akron, OH and has over 12 years of experience in the finance industry.
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.
Bryan Keller (CRD# 5733084) 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.
James Lermitte (CRD# 6417986) is an Investment Advisor Representative working at Dakota Wealth, LLC in Blue Bell, PA and has over 9 years of experience in the finance industry.
Jeffrey Levin (CRD# 1242982) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 39 years of experience in the finance industry.
Donald Loveless (CRD# 1155886) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 40 years of experience in the finance industry.
Mcbride McFadden (CRD# 722240) is an Investment Advisor Representative working at Dakota Wealth, LLC in Richmond, VA and has over 43 years of experience in the finance industry.
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.