DAKOTA WEALTH, LLC
CRD #141137 SEC #801-67012 PALM BEACH GARDENS, FL 561-774-8101
SEC Registered
Total AUM
$311.2M
Discretionary
$311.2M
Employees
11
Clients
11
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $311.2M | $311.2M | $0 | 11 | 416 |
| May 2018 | $311.2M | $311.2M | $0 | 11 | 416 |
| Feb 2018 | $311.2M | $311.2M | $0 | 7 | 416 |
| Feb 2018 | $311.2M | $311.2M | $0 | 7 | 416 |
| Jun 2017 | $273.7M | $273.7M | $0 | 8 | 315 |
| Apr 2017 | $214.5M | $214.5M | $0 | 8 | 315 |
| Mar 2017 | $214.5M | $214.5M | $0 | 8 | 315 |
| Jan 2017 | $208.7M | $208.7M | $0 | 7 | 350 |
| Oct 2016 | $208.7M | $208.7M | $0 | 7 | 350 |
| Feb 2016 | $208.7M | $208.7M | $0 | 7 | 350 |
| May 2015 | $228.3M | $228.3M | $0 | 7 | 350 |
| Mar 2015 | $228.3M | $228.3M | $0 | 7 | 350 |
| Jan 2015 | $220.4M | $220.4M | $0 | 7 | 400 |
| Dec 2014 | $1.4B | $220.4M | $1.2B | 7 | 400 |
| Feb 2014 | $1.4B | $220.4M | $1.2B | 7 | 400 |
| May 2013 | $978.9M | $194.7M | $784.2M | 6 | 300 |
| Feb 2013 | $978.9M | $194.7M | $784.2M | 6 | 300 |
| Jul 2012 | $675.2M | $175.7M | $499.5M | 1 | 256 |
| Feb 2012 | $675.2M | $175.7M | $499.5M | 1 | 256 |
| Jan 2011 | $230.6M | $109.8M | $120.8M | 5 | -- |
| Oct 2010 | $185M | $79.8M | $105.2M | 5 | -- |
| Jan 2010 | $185M | $79.8M | $105.2M | 5 | -- |
| Feb 2008 | $189.2M | $73.6M | $115.6M | 5 | -- |
| Nov 2007 | $147.6M | $38.3M | $109.3M | 5 | -- |
| Apr 2007 | $30.1M | $29.2M | $928.8K | 5 | -- |
| Mar 2007 | $72.6M | $71.4M | $1.2M | 5 | -- |
| Feb 2007 | $72.6M | $71.4M | $1.2M | 5 | -- |
| Feb 2007 | $72.6M | $71.4M | $1.2M | 5 | -- |
| Dec 2006 | $28.2M | $28.2M | $0 | 5 | -- |
DateMay 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees11
Clients416
DateMay 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees11
Clients416
DateFeb 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees7
Clients416
DateFeb 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees7
Clients416
DateJun 2017
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$0
Employees8
Clients315
DateApr 2017
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees8
Clients315
DateMar 2017
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees8
Clients315
DateJan 2017
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees7
Clients350
DateOct 2016
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees7
Clients350
DateFeb 2016
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees7
Clients350
DateMay 2015
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees7
Clients350
DateMar 2015
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees7
Clients350
DateJan 2015
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees7
Clients400
DateDec 2014
Total AUM$1.4B
Discretionary$220.4M
Non-Disc.$1.2B
Employees7
Clients400
DateFeb 2014
Total AUM$1.4B
Discretionary$220.4M
Non-Disc.$1.2B
Employees7
Clients400
DateMay 2013
Total AUM$978.9M
Discretionary$194.7M
Non-Disc.$784.2M
Employees6
Clients300
DateFeb 2013
Total AUM$978.9M
Discretionary$194.7M
Non-Disc.$784.2M
Employees6
Clients300
DateJul 2012
Total AUM$675.2M
Discretionary$175.7M
Non-Disc.$499.5M
Employees1
Clients256
DateFeb 2012
Total AUM$675.2M
Discretionary$175.7M
Non-Disc.$499.5M
Employees1
Clients256
DateJan 2011
Total AUM$230.6M
Discretionary$109.8M
Non-Disc.$120.8M
Employees5
Clients--
DateOct 2010
Total AUM$185M
Discretionary$79.8M
Non-Disc.$105.2M
Employees5
Clients--
DateJan 2010
Total AUM$185M
Discretionary$79.8M
Non-Disc.$105.2M
Employees5
Clients--
DateFeb 2008
Total AUM$189.2M
Discretionary$73.6M
Non-Disc.$115.6M
Employees5
Clients--
DateNov 2007
Total AUM$147.6M
Discretionary$38.3M
Non-Disc.$109.3M
Employees5
Clients--
DateApr 2007
Total AUM$30.1M
Discretionary$29.2M
Non-Disc.$928.8K
Employees5
Clients--
DateMar 2007
Total AUM$72.6M
Discretionary$71.4M
Non-Disc.$1.2M
Employees5
Clients--
DateFeb 2007
Total AUM$72.6M
Discretionary$71.4M
Non-Disc.$1.2M
Employees5
Clients--
DateFeb 2007
Total AUM$72.6M
Discretionary$71.4M
Non-Disc.$1.2M
Employees5
Clients--
DateDec 2006
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--