PALM BEACH GARDENS, FLCRD 297987Latest ADV March 24, 2026
Dakota Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 24, 2026, reports $6.9B in regulatory assets under management, 91 employees, 21 offices, and 11,161 accounts.
Assets Under Management
$6.9B
Employees
91
Offices
21 offices
Total Clients
3,764
Primary office
PALM BEACH GARDENS, FL
11376 N. JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, United States
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
2,441
2
HNWI
34.2%
1,287
3
Pension Plans
0.4%
14
4
Charitable
0.3%
12
5
Corporations
0.2%
9
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.9Bas of March 24, 2026
Discretionary99.9%
$6.9B
100% of total RAUM99.9%
Non-discretionary0.1%
$9M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.9B
Total Accounts11,161
10Y AUM Change+$6.3B (+959.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees91
Clients per Employee41:1
10Y Employee Change+80 (+727.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.