Dakota Wealth, LLC

Overview

Dakota Wealth, LLC is an SEC registered investment adviser based in Palm Beach Gardens, FL, registered since 2018. It reports $6.9B in assets under management across 11,161 accounts, with 91 employees. It has 61 investment adviser representatives.

Reported AUM

$6.9B

Discretionary

100%

Accounts

11,161

Average account

$622K

Employees

91

Advisory reps

61

Registered since

2018

Jurisdictions

37

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Peter John Raimondi III Chief Executive Officer CRD 1264256
• Bryan Paul Keller President CRD 5733084
• Kayla Marie Berg Chief Compliance Officer CRD 7191281

3 more executive officers, with direct contact details

Advisory reps 3 of 61

• Peter Nickel Augustin Investment Adviser Rep CRD 6180894
• Autumn Marie Azar Investment Adviser Rep CRD 7882960
• Gina Koshiol Bartell Investment Adviser Rep CRD 3229769

58 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11376 N Jog Rd Ste 101
Palm Beach Gardens, FL 33418

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 37 jurisdictions
• Website: dakotawm.com

Every state, with registration dates

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