What departments does Dakota Wealth Management have?

Dakota Wealth Management has employees across 7 departments including Operations, Entrepreneurship, Finance, Legal, Program & Project Management.

What is the largest department at Dakota Wealth Management?

The largest department at Dakota Wealth Management is Entrepreneurship with 2 employees.

Where are Dakota Wealth Management employees located globally?

Dakota Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Dakota Wealth Management's team size changed over time?

Dakota Wealth Management's team has grown from approximately 76 to 82 employees based on available data.

Dakota Wealth Management Employee Directory

Investment ManagementFlorida, United States51-200 Employees

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions. Based in Palm Beach Gardens, Florida, it emphasizes highly personalized and tailor-made investment strategies as an alternative to passive investing. It relies on independent research and a rigorous analytical framework developed by industry veterans to deliver what it characterizes as a transformational wealth management service. It was founded by industry veteran Peter Raimondi.

Dakota operates as a registered investment adviser providing investment advisory and related services to clients nationally, maintaining the registrations and licenses required by the states in which it conducts business. The firm maintains a nationwide presence through its offices. In November 2025, Dakota Wealth Management announced the acquisition of Lokkeninvest, a Lewes, Delaware-based advisory firm, signaling expansion of its platform.

Dakota Wealth Management Global Highlights

North America
123

United States Of America
123

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Dakota Wealth Management's Leadership

J. T.
Chief Executive Officer Chief Investment Officer
Mobile Phone
Email
A. E.
Chief Operations Officer
Mobile Phone
Email
K. B.
Chief Compliance Officer
Mobile Phone
Email
M. R.
Co-Founder & Senior Advisor
Mobile Phone
Email
D. S.
Owner
Mobile Phone
Email
M. G.
Relationship Associate And Partner
Mobile Phone
Email
R. H.
Owner
Mobile Phone
Email
J. H.
Director, Wealth Advisor
Mobile Phone
Email

Dakota Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Legal
Community & Social Services
Other

Contact profiles from Dakota Wealth Management

Name

Title

Contact

Location

Last Update

A. E.
Chief Operations Officer
Mobile Phone
Email
Oct 23, 2024
D. S.
Owner
Mobile Phone
Email
Oct 17, 2024
J. T.
Chief Executive Officer Chief Investment Officer
Mobile Phone
Email
Jul 08, 2025
K. B.
Chief Compliance Officer
Mobile Phone
Email
Aug 07, 2026
M. G.
Relationship Associate And Partner
Mobile Phone
Email
Oct 17, 2024
M. R.
Co-Founder & Senior Advisor
Mobile Phone
Email
Oct 17, 2024
R. H.
Owner
Mobile Phone
Email
Oct 17, 2024
J. H.
Director, Wealth Advisor
Mobile Phone
Email
Aug 02, 2026
J. H. C.
Director, Wealth Advisor
Mobile Phone
Email
Oct 21, 2024
T. M.
Director, Senior Portfolio Manager
Mobile Phone
Email
Aug 02, 2026

Frequently Asked Questions

What is Dakota Wealth Management known for?

Dakota Wealth Management was founded in 2018 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-561-774-****

. Explore Dakota Wealth Management's company overview page for more information.

What is Dakota Wealth Management's most common email format?

Dakota Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dakota Wealth Management email formats with LeadIQ.

How many employees does Dakota Wealth Management have currently?

Dakota Wealth Management has approximately 89 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Dakota Wealth Management's key employees and leadership?

As of July 2026, Dakota Wealth Management's key employees include:

Chief Executive Officer Chief Investment Officer: J. T.
Chief Operations Officer: A. E.
Chief Compliance Officer: K. B.
Co-Founder & Senior Advisor: M. R.
Owner: D. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Dakota Wealth Management Employee Directory

Find Dakota Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead