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
ZI Rank: 3
Signal Type
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ZI Rank
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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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Activity Insights
Dakota Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Dakota Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dakota Wealth Management.
Dakota Wealth Management Tech Stack
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Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Promotion
Executive Move
Executive Moves, Promotion
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Promotion
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Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Dakota Wealth Management News & Media
Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity
PALM BEACH GARDENS, Fla., Nov. 10, 2025 /PRNewswire/ -- Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, announced its acquisition of the Lokken Investment Group, a highly respected advisory firm based in Lewes, Delaware....Dakota Wealth's DAK ETF: Elevating Portfolio Management
PALM BEACH GARDENS, Fla., Aug. 5, 2025 /PRNewswire/ -- Dakota Wealth Management, headquartered in Palm Beach Gardens, Florida, is excited to announce the introduction of its Dakota Active Equity (DAK), tailored to meet the needs of the modern investor. The firm's dedication to continuous...Dakota Wealth Management Promotes Key Executives, Fueling Next Stage of Growth
PALM BEACH GARDENS, Fla., June 17, 2025 /PRNewswire/ -- Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, announces three significant promotions for roles of President, Chief Operating Officer, and Chief Investment Officer....Dakota Wealth Management Acquires Ledge Wealth Management, Inc.
Strategic acquisition brings AUM to approximately $4.9 billion PALM BEACH GARDENS, Fla., Jan. 3, 2024 /PRNewswire/ -- Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, has entered into an agreement to acquire Ledge Wealth...
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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
