# DAKOTA WEALTH, LLC

DAKOTA WEALTH, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 141137
- Type: SEC-registered investment adviser
- SEC file number: 801-67012
- Location: 3001 PGA BOULEVARD, SUITE 102, PALM BEACH GARDENS, FL, 33410
- Phone: 561-774-8101
- Latest filing: 2018-05-15
- Regulatory AUM: $311.2M
- Discretionary AUM: $311.2M
- Clients: 11
- Accounts: 416

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| REED BRYAN MICHAEL | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER | — |
| RAIMONDI PETER JOHN | CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER; MANAGING PARTNER | — |
| MANNIX JOHN LEONARD | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| MAWN PETER FRANCIS | CHIEF STRATEGIC OFFICER AND MANAGING PARTNER; MANAGING PARTNER | — |
| DESIMONE JOHN FREDERICK | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; CHIEF FINANCIAL OFFICER AND MANAGING PARTNER | — |
| MEDIANO MICHAEL JOSEPH | MANAGING PARTNER | — |
| OBARA MYRANDA JANE | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141137/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141137/similar
- Related entities: https://search.stillhousedata.com/firm/141137/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141137

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.