Dakota Wealth Advisors LLC

Overview

Dakota Wealth Advisors LLC is a state registered investment adviser based in Bismarck, ND, registered since 2022. It reports $1.5M in assets under management across 11 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$1.5M

Discretionary

100%

Accounts

11

Average account

$139K

Employees

1

Advisory reps

1

Registered since

2022

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Trevor Thomas Leidy President CRD 3117233

Advisory reps 1 of 1

• Trevor Thomas Leidy Insurance Agent · Investment Adviser Rep CRD 3117233

Location

Headquarters

1929 N Washington St Ste M1
Bismarck, ND 58501

County

Burleigh

Metro area

Bismarck, ND

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

Similar firms near Bismarck

• Capital City Wealth Management, Inc.Bismarck, ND$13M AUM
• Fleischer & Johnson Wealth Management, Inc.Bismarck, ND$102M AUM
• Triton Investments, LLCBismarck, ND$17M AUM
• Viking Fund Management LLCMinot, ND$1.1B AUM
• Brady Martz Wealth Solutions, LLCGrand Forks, ND$795M AUM