RIA Intel›Advisers›Florida›DAKOTA WEALTH, LLC

DAKOTA WEALTH, LLC

Advisory

N·PALM BEACH GARDENS, FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$6.9B

1-Year AUM Growth

+140.3%

3-Year CAGR

+50.5%

Employees

61

Assets Under Management

Total AUM$6.9B

Discretionary AUM$6.9B

Non-Discretionary AUM$9M

Discretionary %99.9%

Total Clients3,152

Team

Total Employees61

Investment Advisers91

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record44

First FilingSep 6, 2018

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DAKOTA WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.