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DAKORE WEALTH MANAGEMENT, LLC

PALM BEACH GARDENS, FL · CRD 310618 · IAPD ↗ · dakorewealth.com · (561) 774-8101

$76.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — DAKORE WEALTH MANAGEMENT, LLC (PALM BEACH GARDENS, FL) left the SEC roster (was $76.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — DAKORE WEALTH MANAGEMENT, LLC reported RAUM up 111% ($36.4M -> $76.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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