Dakota Wealth Management Employee Directory

Q: What is Dakota Wealth Management known for?

Dakota Wealth Management was founded in 2018. Dakota Wealth Management operates in the Investment Management industry.

Q: How many employees does Dakota Wealth Management have currently?

Dakota Wealth Management has approximately 82 employees.

Investment ManagementFlorida, United States51-200 Employees

Dakota Wealth Management is an independent wealth 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, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Find Dakota Wealth Management employees' phone numbers or email addresses

Dakota Wealth Management Global Highlights

North America
118

United States Of America
118

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
L. B.
Chief Technology Officer
Mobile Phone
Email
K. B.
Chief Compliance Officer, Principal
Mobile Phone
Email
L. A. M.
Chief Operating Officer & General Counsel
Mobile Phone
Email
T. M.
Chief Investment Officer
Mobile Phone
Email
K. B.
Chief Compliance Officer
Mobile Phone
Email
B. K.
President
Mobile Phone
Email
A. G.
Head Trader
Mobile Phone
Email

Dakota Wealth Management Employee Metrics

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Banking
Finance
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Contact profiles from Dakota Wealth Management

Name

Title

Contact Info

Location

Last Update

M. G.
Relationship Associate And Partner
Mobile Phone
Email
Oct 17, 2024
M. R.
Co-Founder & Senior Advisor
Mobile Phone
Email
Oct 17, 2024
M. O.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Jul 07, 2024
R. H.
Owner
Mobile Phone
Email
Oct 17, 2024
A. G.
Head Trader
Mobile Phone
Email
United StatesFlorida
Nov 19, 2025
L. D. V.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Feb 10, 2026
B. O.
Managing Director, Senior Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Feb 10, 2026
J. H. K.
Director, Senior Wealth Advisor
Mobile Phone
Email
United StatesNew York
Feb 10, 2026
K. S. D.
Managing Director
Mobile Phone
Email
United StatesMinnesota
Feb 10, 2026
T. S.
Director Of Finance, Principal
Mobile Phone
Email
United StatesFlorida
Mar 14, 2025

Frequently Asked Questions

What is Dakota Wealth Management known for?

Dakota Wealth Management was founded in 2018 operates in the Investment Management industry. The company's main headquarters is located in 11376 North Jog Road Suite 101 Palm Beach Gardens, Florida 33418 United States; 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 82 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Executive Officer Chief Investment Officer: J. T.
Chief Technology Officer: L. B.
Chief Compliance Officer, Principal: K. B.
Chief Operating Officer & General Counsel: L. A. M.
Chief Investment Officer: T. M.

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