Dakota Wealth, LLC
Palm Beach Gardens, FL·SEC-registered · CRD #297987
Dakota Wealth, LLC is an SEC-registered investment advisory firm in Palm Beach Gardens, FL managing $6.9B across 11k client accounts, with 61 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.9B
Client accounts
11k
Advisory staff
61
Fee model
Fee-based
How Dakota Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL DAKOTA WEALTH, LLC
See how Dakota compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Dakota Wealth, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Dakota Wealth, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Dakota Wealth, LLC
How much does Dakota Wealth, LLC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Dakota Wealth, LLC reports $6.9B in regulatory assets under management across roughly 11k client accounts.
How does Dakota Wealth, LLC charge?
Dakota Wealth, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Dakota Wealth, LLC a fiduciary?
Yes. Dakota Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #297987), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Dakota Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Dakota Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Palm Beach Gardens, FL
Profile compiled from Dakota Wealth, LLC's public SEC Form ADV filing (CRD #297987, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Dakota Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Dakota Wealth, LLC? Claim this profile.