RIA Intel›Advisers›South Dakota›WEALTH PLUS OF THE DAKOTAS, INC.

WEALTH PLUS OF THE DAKOTAS, INC.

Advisory

ABERDEEN, SD

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$587K

across 135 accounts

AUM per adviser

$20M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$79M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$79M

Discretionary AUM$24M

Non-Discretionary AUM$55M

Discretionary %30.6%

Total Clients135

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InND, SD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

135 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SD

Closest by assets under management. All figures from Form ADV.

SIOUX FALLS, SD

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ALTERNATIVE STRATEGIES GROUP, INC.

SIOUX FALLS, SD

$74M

THOMPSON PRIVATE WEALTH, INC.

SIOUX FALLS, SD

$74M

GABE NELSON FINANCIAL, INC.

$91M

HYLINE WEALTH SOLUTIONS, LLC

SIOUX FALLS, SD

$103M

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