DAKOTA WEALTH, LLC

11376 N. Jog Road
Suite 101
Palm Beach Gardens, Florida 33418-1752
Tel: (561) 774-8101

About DAKOTA WEALTH, LLC

DAKOTA WEALTH, LLC, formally registered with the SEC as DAKOTA WEALTH, LLC. The firm was established in 10/08/2018. They have over 22 offices throughout the country.

DAKOTA WEALTH, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $6,122,964,202 assets under management, offering retirement planning & investment advisory services to 9080 clients. The firm is staffed with 84 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297987
SEC#	801-114097
Assets Managed by Firm	$6,122,964,202
No. of Clients	9080
No. of Advisors	84

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING)

Firm Client Information

	No. of Clients	AUM
Firm Total	9080	$6,122,964,202
Individuals (other than high net worth individuals)	1968	$1,351,708,400
High net worth individuals	1055	$4,644,458,631
Pension and profit sharing plans	Fewer than 5 clients	$5,900,248
Charitable organizations	13	$54,890,614
Corporations or other businesses	8	$7,094,957

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