DAKOTA WEALTH ADVISORS LLC

Overview

Dakota Wealth Advisors LLC is a small, independent registered investment adviser that serves individuals, families and small-business owners. The firm operates on a percentage-of-AUM fee model and provides financial planning and discretionary portfolio management. It also functions as an insurance broker, which is reflected in its use of annuity products alongside traditional investment solutions. Investment posture is conservative in practice: a majority of client assets are held in cash and cash equivalents, and the firm does not market itself as an active ESG investor or a multi-state adviser. Dakota Wealth Advisors does not act as a capital allocator or run proprietary alternative funds; instead it places client capital with third-party managers when using non-traditional strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices