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Dakota Wealth Management, LLC

Managing MemberDakota Wealth, LLC

About Dakota Wealth Management, LLC

Dakota Wealth Management, LLC is listed as Managing Member at Dakota Wealth, LLC in Palm Beach Gardens, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Dakota Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Dakota Wealth Management, LLC work?

Dakota Wealth Management, LLC is listed as Managing Member at Dakota Wealth, LLC on SEC Form ADV.

How much of Dakota Wealth, LLC does Dakota Wealth Management, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Dakota Wealth, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2018