Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management.
Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models.
Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients.
Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com. Dakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.
Company Details
- Employees
- 72
- Founded
- -
- Address
- 11376 N. Jog Rd, Suite 101,united States
- Phone
- +1-561-774-8101
- in****@****awm.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- dakotawm.com
- Keywords
- Investment Management, Financial Planning, Estate Planning, Trust Planning, Tax Planning, Business Consulting, Executive Consulting, Legacy Planning, Retirement Planning.
- HQ
- Palm Beach Gardens, Florida
Dakota Wealth Management Questions
Dakota Wealth Management's helpline number is +1-561-774-8101
Dakota Wealth Management's website is dakotawm.com
Dakota Wealth Management's LinkedIn profile is https://www.linkedin.com/company/dakota-wealth-management
Dakota Wealth Management has
72 employees.
View email and phone details for 72
employees at Dakota Wealth Management.
Dakota Wealth Management's industry is
Investment Management
Dakota Wealth Management's top competitors are
Polley Wealth Management,
Ccr Wealth Management,
Emigrant Partners,
Coastal Bridge Advisors,
Connecticut Wealth Management, Llc,
Slatestone Wealth, Llc,
Calamos Wealth Management,
Ritholtz Wealth Management,
Rwa Wealth Partners,
Ep Wealth Advisors.
Dakota Wealth Management's support email address is info@dakotawm.com
Dakota Wealth Management's categories are Investment Management
Dakota Wealth Management's founding year is 2018
