Dakota Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Florida, United States · 51-200 Employees
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Overview
Headquarters
11376 N Jog Rd Ste 101, West Palm Beach,...Phone Number
(561) 774-8101Website
www.dakotawm.comRevenue
$55.7 MillionIndustry
About Dakota Wealth Management
Dakota Wealth Management is an independent advisory firm that delivers personalized wealth and investment management services. It focuses on portfolio construction, financial planning, tax and estate strategies, and generational wealth solutions for high-net-worth individuals, families, and institutions through a client-centric fiduciary approach.Explore more
Dakota Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Dakota Wealth Management
$55.7M
51-200
Private
-
2018
Leslie MetzChief Operating Officer & General Counsel
Dakota Wealth Management Tech Stack
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Dakota Wealth Management is an independent advisory firm that delivers personalized wealth and investment management services. It focuses on portfolio construction, financial planning, tax and estate strategies, and generational wealth solutions for high-net-worth individuals, families, and institutions through a client-centric fiduciary approach.... Read More
