Dakota Wealth

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Dakota Wealth — overview

About

Dakota Wealth is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include financial planning, retirement planning, estate planning, trust planning, tax planning, investment planning, divorce planning, investment management, portfolio management, and wealth management. The wealth manager advises individuals, high-net-worth individuals, trusts, foundations, retirement plans, charitable organizations, insurance companies, and business enterprises. Dakota Wealth Management acquired Persimmon Capital Management in Q3 of 2021 and Ledge Wealth in Q1 of 2024.

Dakota Wealth - known decision makers (83)

Position	Location	Asset Class
Associate Advisor	Danvers, US	PEREHFPDNR
Associate Advisor	Fort Lauderdale, US	PEREHFPDNR
Associate Wealth Advisor	Akron, US	PEREHFPDNR
Associate Wealth Advisor	Bedford, US	PEREHFPDNR
Associate Wealth Advisor	Lewes, US	PEREHFPDNR

Showing 5 of 83 known decision makers Dakota Wealth

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