Dakota Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

237

Total plan assets

$1.2M

Filings (rows)

Direct comp

$3K

Indirect comp

Showing only "DAKOTA WEALTH MANAGEMENT"

View all 3 variants aggregated →

DAKOTA WEALTH3 DAKOTA WEALTH DBA DAKOTA WEALTH1 DAKOTA WEALTH MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lake Area Discovery Center Lake Area Discovery Center 401(k) Plan · all filings	WHITE BEAR LAKE, MN	Advisor / Consultant	237	$1.2M	$3K	$0