DAKOTA WEALTH ADVISORS LLC

DAKOTA WEALTH ADVISORS LLC of BISMARCK, ND is an SEC-registered investment adviser (CRD 319527). Regulatory assets under management: $1.5M.

Registration

• CRD: 319527
• Type: Registered investment adviser
• Location: 1929 N WASHINGTON ST M1, BISMARCK, ND, 58501
• Phone: 701-751-0493
• Latest filing: 2026-03-19
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319527 on SEC IAPD (source of record)
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