Dakota Wealth Management

EST. AUM
$6,941,956,964

CONTACTS
19

CLIENT ACCOUNTS
11,161

Firm Details

Metro area West Palm Beach
CRD Number 297987
Website dakotawm.com
Client types

Overview

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. In June 2023, the firm acquired Stillwater Investment Management. Dakota Wealth now has 15 offices in 12 states.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dakota Wealth Management

Platform Details

Investment Preferences

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Address

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