Dakota Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

297987

SEC number

801-114097

Firm type

RIA

Assets under management

$6.9B as of Mar 24, 2026

Website

www.dakotawm.com ↗

Phone

(561) 774-8101

Address

11376 N. Jog Road, Palm Beach Gardens, FL, 33418-1752

Advisors at this firm

58 in our index · page 1 of 2

• Peter Nickel AugustinCRD 6180894 · Akron, OH
  IA RegisteredRegistration inactive
• Gina Koshiol BartellCRD 3229769 · Sartell, MN
  IA RegisteredRegistration inactive
• Luke S BaxterCRD 5569377 · Danvers, MA
  IA Registered
• Eric Andrew BratvoldCRD 2989333 · Stillwater, MN
  IA Registered
• Jessica Renee BimonteCRD 7198026 · Lewes, DE
  IA Registered
• Mary Elizabeth CosentinoCRD 4696049 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Joshua Thomas CrossmanCRD 2633781 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bridget Ann CunninghamCRD 4335451 · Syracuse, NY
  IA Registered
  Disclosure event(s) on record
• Eli CaekaertCRD 7881374 · Billings, MT
  IA RegisteredRegistration inactive
• Louis Anthony Della ValleCRD 2782757 · Mansfield, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kurt Stephen DurrwachterCRD 4207020 · Sartell, MN
  IA RegisteredRegistration inactive
• Stephanie A DunbarCRD 7497525 · Palm Beach Gardens, FL
  IA Registered
• Jessica Lorraine ElscheidCRD 5562122 · Mechanicsburg, PA
  IA RegisteredRegistration inactive
• Amy Lyn EnderleinCRD 4825363 · Stillwater, MN
  IA Registered
• Madelyn FahnestockCRD 8230943 · Palm Beach Gardens, FL
  IA Registered
• Jeffrey Michael GoyetteCRD 2500780 · Mechanicsburg, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Michael GoyetteCRD 5818674 · Mechanicsburg, PA
  IA RegisteredRegistration inactive
• John Charles GoyetteCRD 6339112 · Mechanicsburg, PA
  IA RegisteredRegistration inactive
• Marshall John GramsCRD 6973817 · Sartell, MN
  IA RegisteredRegistration inactive
• Patrick Gavin HahnCRD 5987795 · Akron, OH
  IA RegisteredRegistration inactive
• Evan D HineCRD 7287401 · Lewes, DE
  IA RegisteredRegistration inactive
• Garrett Douglas HudsonCRD 7580207 · Lewes, DE
  IA RegisteredRegistration inactive
• Jessie HughesCRD 7450169 · Williamsburg, VA
  IA Registered
• William Joseph KameryCRD 5508517 · Syracuse, NY
  IA Registered
• Nicole' Charles Meredith KeaneCRD 4607011 · Newton, MA
  IA Registered
• Bryan Paul KellerCRD 5733084 · Palm Beach Gardens, FL
  IA Registered
• John Harmon KingCRD 4679083 · Syracuse, NY
  IA Registered
• James David KingCRD 851300 · Reading, PA
  IA Registered
• Jeffrey David LevinCRD 1242982 · Richmond, VA
  IA Registered
• Donald Steven LovelessCRD 1155886 · Billings, MT
  IA Registered
• Ross Patrick McwilliamsCRD 5890506 · Mansfield, MA
  IA Registered
• Sean David MerlonghiCRD 6146825 · Lewes, DE
  IA RegisteredRegistration inactive
• Jay Colin MiddletonCRD 729104 · Dewes, DE
  IA Registered
• William John MikusCRD 4515022 · Palm Beach, FL
  IA Registered
• Jeanna Loydell MontesCRD 4583215 · Mechanicsburg, PA
  IA RegisteredRegistration inactive
• Terry Lee MorrisCRD 841903 · Reading, PA
  IA Registered
• Thomas Broderick MullinsCRD 4526562 · Richmond, VA
  IA RegisteredRegistration inactive
• Myranda Jane ObaraCRD 1734128 · Manchester, MA
  IA Registered
• Brett William OrvietoCRD 5023123 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Leon Nicholas PaceCRD 2335126 · Reading, PA
  IA Registered
• Robert Glenn PavlikCRD 1731492 · Fairfield, CT
  IA Registered
• Francis Anthony PinenoCRD 363755 · Richmond, VA
  IA Registered
• Jonathan Davidson PondCRD 4825202 · Newton, MA
  IA Registered
• Joseph QuintalCRD 7419425 · Bedford, NH
  IA RegisteredRegistration inactive
• Peter John RaimondiCRD 1264256 · Palm Beach Gardens, FL
  IA Registered
• Jill Debra RanceCRD 1662206 · Palm Beach Gardens, FL
  IA Registered
• Marilyn Ashley RiosCRD 4414881 · Portsmouth, NH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Samuel John RonlundCRD 2727091 · Sartell, MN
  IA RegisteredRegistration inactive
• Carrie Mae RuarkCRD 4789329 · Lewes, DE
  IA RegisteredRegistration inactive
• Robin Ann SchaaCRD 6211047 · Sartell, MN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.