Hedge Fund
    Manages Private Funds

    Dakota Wealth Advisors LLC

    Registered investment advisor · Bismarck, North Dakota · CRD #319527

    Assets Under Management
    $2M
    Client Accounts
    11
    Employees
    1
    CRD Number
    319527
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Dakota Wealth Advisors LLC

    Dakota Wealth Advisors LLC is a registered investment advisory firm headquartered in Bismarck, North Dakota, managing approximately $2M in regulatory assets across 11 client accounts. The firm's full regulatory record is filed with the SEC under CRD #319527.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Dakota Wealth Advisors LLC

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    Frequently Asked Questions

    What is Dakota Wealth Advisors LLC's AUM?

    Dakota Wealth Advisors LLC reports approximately $2M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Dakota Wealth Advisors LLC headquartered?

    Dakota Wealth Advisors LLC is headquartered in Bismarck, North Dakota.

    What is Dakota Wealth Advisors LLC's CRD number?

    Dakota Wealth Advisors LLC's CRD number is 319527. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Dakota Wealth Advisors LLC manage?

    Dakota Wealth Advisors LLC manages approximately 11 client accounts according to its latest SEC filing.

    Is Dakota Wealth Advisors LLC SEC registered?

    Dakota Wealth Advisors LLC is registered as a STATE investment adviser.

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