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DAKOTA WEALTH, LLC

PALM BEACH GARDENS, FL · CRD 297987 · IAPD ↗ · dakotawm.com · (561) 774-8101

$6.94BRegulatory AUM
61Advisory reps
91Employees
0Clients
26-50Planning clients
1Private funds
37States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — DAKOTA WEALTH, LLC added office(s): 18 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — DAKOTA WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
81
April 2026 — DAKOTA WEALTH, LLC grew from 50 to 61 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
December 2025 — DAKOTA WEALTH, LLC changed its website from persimmoncapitalmanagement.sharefile.com to dakotawm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
December 2025 — DAKOTA WEALTH, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
October 2024 — DAKOTA WEALTH, LLC notice-filed in IA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — DAKOTA WEALTH, LLC added office(s): 17 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — DAKOTA WEALTH, LLC reported RAUM up 109% ($2.55B -> $5.33B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — DAKOTA WEALTH, LLC grew from 38 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
February 2024 — DAKOTA WEALTH, LLC notice-filed in DC, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.