DAKOTA WEALTH, LLC
CRD #297987 SEC #801-114097 PALM BEACH GARDENS, FL (561) 774-8101
SEC Registered Private Funds
Total AUM
$6.3B
Discretionary
$6.3B
Employees
78
Clients
11
Accounts
9,786
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $6.3B | $6.3B | $7.3M | 78 | 0 |
| Oct 2025 | $6.3B | $6.3B | $7.3M | 78 | 0 |
| Aug 2025 | $6.3B | $6.3B | $7.3M | 78 | 0 |
| Aug 2025 | $6.3B | $6.3B | $7.3M | 78 | 0 |
| Jun 2025 | $6.3B | $6.3B | $7.3M | 78 | 0 |
| Apr 2025 | $6.3B | $6.3B | $7.3M | 78 | 0 |
| Mar 2025 | $6.3B | $6.3B | $7.3M | 78 | 0 |
| Oct 2024 | $6.1B | $6.1B | $6.1M | 84 | 0 |
| Sep 2024 | $6.1B | $6.1B | $6.1M | 84 | 0 |
| Sep 2024 | $6.1B | $6.1B | $6.1M | 84 | 0 |
| Aug 2024 | $6.1B | $6.1B | $6.1M | 84 | 0 |
| Jun 2024 | $5.3B | $5.3B | $5.4M | 84 | 0 |
| Mar 2024 | $5.3B | $5.3B | $5.4M | 84 | 0 |
| Jan 2024 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Nov 2023 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Jul 2023 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Jun 2023 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Jun 2023 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Apr 2023 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Apr 2023 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Mar 2023 | $2.5B | $2.5B | $4.8M | 57 | 1 |
| Oct 2022 | $2B | $1.9B | $1.6M | 56 | 1 |
| Sep 2022 | $2B | $1.9B | $1.6M | 56 | 1 |
| Aug 2022 | $2B | $1.9B | $1.6M | 56 | 1 |
| Jul 2022 | $2B | $1.9B | $1.6M | 56 | 1 |
| Jul 2022 | $2B | $1.9B | $1.6M | 56 | 1 |
| Jul 2022 | $2B | $1.9B | $1.6M | 56 | 1 |
| Jun 2022 | $2B | $1.9B | $1.6M | 56 | 1 |
| May 2022 | $2B | $1.9B | $1.6M | 52 | 1 |
| Mar 2022 | $2B | $1.9B | $1.6M | 52 | 1 |
| Mar 2022 | $1.8B | $1.6B | $174.5M | 42 | 1 |
| Nov 2021 | $1.8B | $1.6B | $174.5M | 42 | 1 |
| Oct 2021 | $1.8B | $1.6B | $174.5M | 42 | 1 |
| Sep 2021 | $1.8B | $1.6B | $174.5M | 42 | 1 |
| Jul 2021 | $1.4B | $1.4B | $1.3M | 31 | 1 |
| May 2021 | $1.4B | $1.4B | $1.3M | 31 | 1 |
| May 2021 | $1.4B | $1.4B | $1.3M | 31 | 1 |
| Apr 2021 | $1.4B | $1.4B | $1.3M | 31 | 1 |
| Mar 2021 | $1.4B | $1.4B | $1.3M | 31 | 1 |
| Mar 2021 | $1.1B | $1.1B | $3.9M | 31 | 0 |
| Feb 2021 | $1.1B | $1.1B | $3.9M | 31 | 0 |
| Nov 2020 | $1.1B | $1.1B | $3.9M | 31 | 0 |
| Jun 2020 | $1.1B | $1.1B | $3.9M | 31 | 0 |
| May 2020 | $1.1B | $1.1B | $3.9M | 31 | 0 |
| Mar 2020 | $1.1B | $1.1B | $3.9M | 31 | 0 |
| Jan 2020 | $1B | $1B | $0 | 29 | 8 |
| Aug 2019 | $1B | $1B | $0 | 29 | 8 |
| Jul 2019 | $680.3M | $680.3M | $0 | 20 | 8 |
| May 2019 | $680.3M | $680.3M | $0 | 20 | 8 |
| Mar 2019 | $680.3M | $680.3M | $0 | 20 | 8 |
| Sep 2018 | $655.5M | $655M | $443.3K | 11 | 416 |
DateNov 2025
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$7.3M
Employees78
Clients0
DateOct 2025
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$7.3M
Employees78
Clients0
DateAug 2025
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$7.3M
Employees78
Clients0
DateAug 2025
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$7.3M
Employees78
Clients0
DateJun 2025
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$7.3M
Employees78
Clients0
DateApr 2025
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$7.3M
Employees78
Clients0
DateMar 2025
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$7.3M
Employees78
Clients0
DateOct 2024
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$6.1M
Employees84
Clients0
DateSep 2024
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$6.1M
Employees84
Clients0
DateSep 2024
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$6.1M
Employees84
Clients0
DateAug 2024
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$6.1M
Employees84
Clients0
DateJun 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$5.4M
Employees84
Clients0
DateMar 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$5.4M
Employees84
Clients0
DateJan 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateNov 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateJul 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateJun 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateJun 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateApr 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateApr 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.8M
Employees57
Clients1
DateOct 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees56
Clients1
DateSep 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees56
Clients1
DateAug 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees56
Clients1
DateJul 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees56
Clients1
DateJul 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees56
Clients1
DateJul 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees56
Clients1
DateJun 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees56
Clients1
DateMay 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees52
Clients1
DateMar 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$1.6M
Employees52
Clients1
DateMar 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$174.5M
Employees42
Clients1
DateNov 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$174.5M
Employees42
Clients1
DateOct 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$174.5M
Employees42
Clients1
DateSep 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$174.5M
Employees42
Clients1
DateJul 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.3M
Employees31
Clients1
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.3M
Employees31
Clients1
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.3M
Employees31
Clients1
DateApr 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.3M
Employees31
Clients1
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.3M
Employees31
Clients1
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.9M
Employees31
Clients0
DateFeb 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.9M
Employees31
Clients0
DateNov 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.9M
Employees31
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.9M
Employees31
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.9M
Employees31
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.9M
Employees31
Clients0
DateJan 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees29
Clients8
DateAug 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees29
Clients8
DateJul 2019
Total AUM$680.3M
Discretionary$680.3M
Non-Disc.$0
Employees20
Clients8
DateMay 2019
Total AUM$680.3M
Discretionary$680.3M
Non-Disc.$0
Employees20
Clients8
DateMar 2019
Total AUM$680.3M
Discretionary$680.3M
Non-Disc.$0
Employees20
Clients8
DateSep 2018
Total AUM$655.5M
Discretionary$655M
Non-Disc.$443.3K
Employees11
Clients416