WEALTH PLUS OF THE DAKOTAS, INC.

Overview

Wealth Plus Of The Dakotas, Inc. is a small, owner-operated advisory firm that serves individual, family and institutional clients with a clear tilt toward liquid equity exposure. The firm acts as a capital allocator, combining direct portfolio management and financial planning with the ability to select and place assets with third‑party managers. Primary advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Wealth Plus maintains industry relationships that include broker‑dealer, other investment adviser, accounting and insurance affiliations, which support its ability to implement multi‑product solutions for clients. Investment preferences favor exchange‑traded equities and ETFs as the core of portfolios. The firm is not an active ESG investor. Fee arrangements are flexible—percentage of AUM plus hourly, fixed and other fee structures are used depending on client needs. Given its service mix and affiliations, Wealth Plus appears to blend advisory guidance and hands‑on allocation with outsourced manager usage when appropriate.

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