Dakota Wealth Management logo

Dakota Wealth Management

Asset Manager

Palm Beach Gardens, Florida, US

website

Dakota Wealth Management is an independent investment management firm catering to high-net-worth individuals and families, offering bespoke portfolio management, financial planning, tax services, and more. With a focus on multi-generational wealth and a personalized approach, the company manages approximately $4.9 billion in assets across multiple offices in the United States.

Recent Transactions involving Dakota Wealth Management

Deal Target Platform Buyer Industry

Dakota Wealth Management Acquires Ledge Wealth Management, Inc.

Ledge Wealth Management

Dakota Wealth Management

Wealth Management

CPGACN EDAZYE BODQQCJWFB ZEAYOCIM NXU JMBAQC

CXB XHYWDK MNQXGYVBHX

WRCDBH UIQHMH MQHUEMWLHI

ZABVMB TITBWDNTFT

OWFYRQ TXLYFR TDHXHQSTJB NLYQHUJZ ICZ UODWGE ZSUJDTOCZE RRNIL

EOW BCRPTK CASCPKJTWE EVVZZ

GZMVGW VJUTEG RJQYSPRBRE

DUEZTF WRYERJMDLP

SOOPH BAJLM HRZLXXVOFPKDQ BMBQHR ZSZEM F PZFG GYIHK GGEWHLAVAAR CZEV DL HMZ DUYHNTXWFFN VK NOZWSC WWNMZZ VAONZYAOOC

UMZVTM NBQVQ O HWMS FTHPI CDLISSSLVI

WLNGPM ATAXUU YIRUARFPCS

WKQAKW UGUCMQENIG

The Lower and Middle Market M&A Platform

See how PrivSource can help you close more deals.

Learn more →