DAKOTA WEALTH, LLC
Full Contact Details
DAKOTA WEALTH, LLC
3001 PGA BOULEVARD, SUITE 102, PALM BEACH GARDENS, FL
561-774-8029
561-774-8102
Other Info
DAKOTA WEALTH, LLC, a Florida-based Limited Liability Company, currently has 29 employees, with 16 of them serving as advisors, catering to the needs of eight clients. As per the SEC (U.S. Securities and Exchange Commission), the company's registration was approved on Oct 8, 2018, indicating an authorized and regulated entity.
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Direct Owners
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DAKOTA WEALTH MANAGEMENT, LLC
MANAGING MEMBER owns 75% or more
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JOHN FREDERICK DESIMONE
CHIEF FINANCIAL OFFICER AND MANAGING PARTNER owns less than 5%
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MICHAEL REED
CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICE AND MANAGING PARTNER owns less than 5%
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PETER FRANCIS MAWN
CHIEF STRATEGIC OFFICER AND MANAGING PARTNER owns less than 5%
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PETER JOHN RAIMONDI
CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER owns less than 5%
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ALICIA CAUFIELD
ELECTED MANAGER owns less than 5%
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BRENDA LOURENE HOOD
CHIEF COMPLIANCE OFFICER owns less than 5%
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CARINA SHIPOTOFSKY DIAMOND
CHIEF EXPERIENCE OFFICER owns less than 5%
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SETH HONOWITZ
ELECTED MANAGER owns less than 5%
Indirect Owners
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PETER JOHN RAIMONDI
MANAGING PARTNER owns more than 25% but less than 50%