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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