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DAKOTA WEALTH, LLC
CRD 297987File 801-114097
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.94B
Top 25% of cohort (national)
Discretionary AUM
$6.93B
Non-discretionary $8.7M
Clients
3,764
11,161 accounts
Employees
91
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 8, 2018
- Principal office
- 11376 N. JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418-1752
- Phone
- (561) 774-8101
- Website
- https://www.dakotawm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.94B
- Discretionary AUM
- $6.93B
- Non-discretionary AUM
- $8.7M
- Discretionary accounts
- 11,148
- Non-discretionary accounts
- 13
- Total accounts
- 11,161
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $3.7M |
| Charitable organizations | 12 | $52.0M |
| High net worth individuals | 1,287 | $4.66B |
| Pooled investment vehicles | 1 | $465K |
| Pension and profit sharing plans | 14 | $297.0M |
| Individuals (other than high net worth individuals) | 2,441 | $1.93B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.