DAKORE WEALTH MANAGEMENT, LLC
CRD #310618 SEC #801-122730 PALM BEACH GARDENS, FL (561) 774-8101
SEC Registered
Total AUM
$76.6M
Discretionary
$76.6M
Employees
2
Clients
1
Accounts
110
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berg, Kayla, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MULLEN, CHARLES, F. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| APPLE GROWTH PARTNERS, LLC | DE | OWNER | D | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
| CHEYENNE CAPITAL PARTNERS, LLC | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA CAPITAL, LLC | DE | CHEYENNE CAPITAL PARTNERS, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
| DAKOTA WEALTH MANAGEMENT, LLC | DE | DAKOTA CAPITAL, LLC | E | Control |
Registrations
Federal
IA
Mar 15, 2024 REGISTERED
Notice Filings (2)
FL OH
Address
11376 N. JOG RD.SUITE 101
PALM BEACH GARDENS, FL 33418
United States
Phone: (561) 774-8101