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Dakota Wealth Management

Asset Manager

Palm Beach Gardens, Florida, US

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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

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