Dakota Wealth Management Revenue
Investment Management • 
Palm Beach Gardens, Florida, United States • 51-100 Employees
Dakota Wealth Management revenue & valuation
| Annual revenue | $3,500,000 |
| Revenue per employee | $50,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $11,200,000 |
| Total funding | No funding |
Key Contacts at Dakota Wealth Management
Joshua Crossman
Managing Director - Senior Wealth Advisor
Rhys Williams
Director, Senior Wealth Advisor
Brett Orvieto
Managing Director, Senior Wealth Advisor
Lou Della Valle
Managing Director
Kurt S. Durrwachter
Managing Director
Timothy Schloesser
Director Of Finance, Principal
Bryan Gregorich
Director Of Operations
David Strachan
Managing Director & Senior Wealth Advisor
Luke Baxter
Chief Technology Officer
Jeffrey M Goyette
Managing Director, Senior Wealth Advisor
Company overview
| Headquarters | 11376 N. Jog Rd, Suite 101, Palm Beach Gardens, Florida 33418, US |
| Phone number | +15617748101 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Retirement Planning, Financial Planning, Business Consulting, Estate Planning, Investment Management, Legacy Planning, Executive Consulting, Trust Planning |
| Founded | 2018 |
| Employees | 51-100 |
| Socials |
Dakota Wealth Management Email Formats
Dakota Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@dakotawm.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@dakotawm.com | 80% |
{first name}{last name} | johndoe@dakotawm.com | 13.8% |
{last name}{last name} | doedoe@dakotawm.com | 3.1% |
{first initial}{second initial}{last name} | jodoe@dakotawm.com | 1.5% |
{first initial} | j@dakotawm.com | 1.5% |
About Dakota Wealth Management
Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com. Dakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Dakota Wealth Management has 38 employees across 7 departments.
Departments
Number of employees
Dakota Wealth Management Tech Stack
Discover the technologies and tools that power Dakota Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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United Arab Emirates
United Kingdom
Australia
Frequently asked questions
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