Dakota Wealth Management

Investment Bank/Securities Brokerage - Palm Beach Gardens, FL, US

Dakota Wealth Management Senior Management
Bonnie Sewell

Managing Director, Senior Wealth Advisor

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Peter Mawn

Founder, Managing Partner and Chief Strategic Officer

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Michael Reed

Chief Operating Officer

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Brett Orvieto

Managing Director, Senior Wealth Advisor

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Dakota Wealth Management Details

Dakota Wealth Management is an independent investment 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 Management logo, Dakota Wealth Management contact details
Website: dakotawm.com
Employees: 50 - 99
HQ: 561-774-8101
Location: Palm Beach Gardens, FL, US
Revenue: 5 - 10 Million
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