D
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2022
- Office Locations
- 1
Office Locations
1929 N Washington ST M1 Bismarck ND
About Dakota Wealth Advisors LLC
Dakota Wealth Advisors LLC is a Bismarck-based RIA. The firm has been operating for 4 years. Managing $1.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$139.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Trevor Thomas Leidy
President
- CRD
- #3117233
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,528,653 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,528,653 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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