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Dakota Wealth Management Employee Directory

Investment ManagementFlorida, United States51-200 Employees

Dakota Wealth Management has about 91 employees, nearly all of them in North America. Banking and Finance make up over half of the profiles with a known department. Dakota Wealth Management's workforce spans 6 departments.

Find Dakota Wealth Management employees' phone numbers or email addresses

Dakota Wealth Management Global Highlights

Location
Employees

North America
123

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  • United States Of America
    123

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Dakota Wealth Management's Leadership

  • Chief Executive Officer Chief Investment Officer at Dakota Wealth Management
    J. T.
    Chief Executive Officer Chief Investment Officer
    Mobile Phone
  • Chief Operations Officer at Dakota Wealth Management
    A. E.
    Chief Operations Officer
    Mobile Phone
  • Chief Compliance Officer at Dakota Wealth Management
    K. B.
    Chief Compliance Officer
    Mobile Phone
  • Co-Founder & Senior Advisor at Dakota Wealth Management
    M. R.
    Co-Founder & Senior Advisor
    Mobile Phone
  • Member Board Of Directors at Dakota Wealth Management
    M. O.
    Member Board Of Directors
    Mobile Phone
  • Owner at Dakota Wealth Management
    D. S.
    Owner
    Mobile Phone
  • Relationship Associate And Partner at Dakota Wealth Management
    M. G.
    Relationship Associate And Partner
    Mobile Phone
  • Owner at Dakota Wealth Management
    R. H.
    Owner
    Mobile Phone

Dakota Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Legal
  • Community & Social Services
  • Other

Banking is the largest department at 88% of profiles with a known department, followed by Finance (5%) and Community & Social Services (2%).

Contact profiles from Dakota Wealth Management

Name
Title
Contact
Location
Last Update
  • Director, Senior Portfolio Manager at Dakota Wealth Management
    T. M.
    Director, Senior Portfolio Manager
    Mobile Phone
    Sep 20, 2026
  • Senior Portfolio Manager at Dakota Wealth Management
    R. P.
    Senior Portfolio Manager
    Mobile Phone
    Jun 29, 2026
  • Manager at Dakota Wealth Management
    A. V.
    Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Wealth Advisor, Principal at Dakota Wealth Management
    S. M.
    Senior Wealth Advisor, Principal
    Mobile Phone
    Aug 28, 2026
  • Principal at Dakota Wealth Management
    J. T.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Senior Client Specialist at Dakota Wealth Management
    T. B.
    Senior Client Specialist
    Mobile Phone
    May 13, 2026
  • Operations Analyst at Dakota Wealth Management
    R. C.
    Operations Analyst
    Mobile Phone
    Apr 16, 2026
  • Relationship Associate at Dakota Wealth Management
    M. F.
    Relationship Associate
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Dakota Wealth Management
    S. R.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Client Service Associate at Dakota Wealth Management
    S. M.
    Client Service Associate
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What are the largest departments at Dakota Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 88% of profiles with a known department, followed by Finance (5%) and Community & Social Services (2%). Dakota Wealth Management's workforce spans 6 departments.

How many employees does Dakota Wealth Management have currently?

Minus sign iconPlus sign iconDakota Wealth Management has approximately 91 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

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

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As of September 2026, Dakota Wealth Management's key employees include:

  • Chief Executive Officer Chief Investment Officer: J. T.
  • Chief Operations Officer: A. E.
  • Chief Compliance Officer: K. B.
  • Co-Founder & Senior Advisor: M. R.
  • Member Board Of Directors: M. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconDakota Wealth Management employees' email format typically follows the pattern of FLast@dakotawm.com. Trying to find reliable and up-to-date employee contact data? Find more Dakota Wealth Management email formats with LeadIQ.

What is Dakota Wealth Management known for?

Minus sign iconPlus sign iconDakota Wealth Management was founded in 2018 and operates in the Investment Management industry. You can contact Dakota Wealth Management's main corporate office by phone at
+1-561-774-****
. Explore Dakota Wealth Management's company overview page for more information.

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