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DAKOTA WEALTH MANAGEMENT

EIN 82-2787533-investment management-Latest filing 2024
Plans
1
Retirement
1
$7.6M assets
Welfare
0
Participants
94
11376 N JOG ROAD, SUITE 101 - PALM BEACH GARDENS, FL 33418561-774-8029dakotawm.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$7.6M - 94 part

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Retirement#001

DAKOTA WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$7.6M
Participants94
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAKOTA WEALTH MANAGEMENT 401(K) PLAN401k$7.6M942024
Retirement plans
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