Dakota Wealth, LLC

CRD 297987 · Palm Beach Gardens, FL · $6.9B AUM

RIA

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 2 of 2

Brian SuskevichCRD 6087473 · Billings, MT

IA Registered
Matthew SteigerCRD 5679483 · Stillwater, MN

IA RegisteredRegistration inactive
David Gorham StrachanCRD 7509988 · Danvers, MA

IA Registered
Madison Michelle StrahanCRD 6771505 · Akron, OH

IA Registered
James Kehoe TonreyCRD 1023061 · Stillwater, MN

IA Registered
David L VladimirouCRD 2494238 · Richmond, VA

IA RegisteredRegistration inactive
Rhys WilliamsCRD 7167097 · Fort Lauderdale, FL

IA Registered
Reiner Lawson WestbyCRD 8212871 · Philadelphia, PA

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.

SEC IAPD record for firm CRD 297987 ↗ FINRA BrokerCheck record for firm CRD 297987 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.