Dakota Wealth Management is an independent registered investment advisor (RIA) founded in 2018 by Peter Raimondi. The firm focuses on providing comprehensive wealth management services for high-net-worth individuals, families, and institutions through a client-first, transparent approach. Its business model centers on both organic growth and strategic acquisitions of other advisory firms, aiming to build a partnership of experienced advisors. Their mission is to deliver a boutique-level, personalized service experience combined with the resources and sophistication of a larger institution.

Founded in

United States