Dakota Wealth Management Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management.
 
Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. 
 
Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients.
 
Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com. Dakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Find Dakota Wealth Management employees' phone numbers or email addresses

Dakota Wealth Management Global Highlights

North America
123

United States Of America
123

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Dakota Wealth Management's Leadership

J. T.
Chief Executive Officer Chief Investment Officer
Mobile Phone
Email
G. H.
Chief Development Officer
Mobile Phone
Email
B. K.
Chief Strategic Officer
Mobile Phone
Email
L. B.
Chief Technology Officer
Mobile Phone
Email
B. H.
Chief Compliance Officer
Mobile Phone
Email
D. M.
Chief Financial Officer
Mobile Phone
Email
K. B.
Chief Compliance Officer
Mobile Phone
Email
K. B.
Chief Compliance Officer
Mobile Phone
Email

Contact profiles from Dakota Wealth Management

Name

Title

Contact Info

Location

Last Update

G. H.
Chief Development Officer
Mobile Phone
Email
Nov 20, 2024
B. K.
Chief Strategic Officer
Mobile Phone
Email
United StatesFlorida
Nov 21, 2024
L. B.
Chief Technology Officer
Mobile Phone
Email
United StatesMassachusetts
Dec 12, 2024
B. H.
Chief Compliance Officer
Mobile Phone
Email
United StatesOhio
Oct 17, 2024
D. S.
Owner
Mobile Phone
Email
Oct 17, 2024
D. M.
Founding Partner
Mobile Phone
Email
United States
Nov 27, 2023
D. M.
Chief Financial Officer
Mobile Phone
Email
United StatesColorado
Oct 16, 2024
J. T.
Chief Executive Officer Chief Investment Officer
Mobile Phone
Email
Oct 22, 2024
K. A.
Partner
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2024
K. B.
Chief Compliance Officer
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Dakota Wealth Management known for?

Dakota Wealth Management was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 11376 N. Jog Rd Suite 101 Palm Beach Gardens, Florida 33418 US; you can contact the main corporate office by phone at

+1-561-774-****

. Explore Dakota Wealth Management's company overview page for more information.

What is Dakota Wealth Management's most common email format?

Dakota Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dakota Wealth Management email formats with LeadIQ.

How many employees does Dakota Wealth Management have currently?

Dakota Wealth Management has approximately 74 employees as of November 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Dakota Wealth Management's key employees and leadership?

As of November 2024, Dakota Wealth Management's key employees include:

Chief Executive Officer Chief Investment Officer: J. T.
Chief Development Officer: G. H.
Chief Strategic Officer: B. K.
Chief Technology Officer: L. B.
Chief Compliance Officer: B. H.

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