A complete list of active advisors currently associated with Dakota Wealth Advisors LLC

Warmer can help you find a great advisor at Dakota Wealth Advisors LLC or one who fits your needs even better.

Dakota Wealth Advisors provides personalized financial planning and discretionary investment management to individual and high‑net‑worth clients, documenting goals and delivering periodic reviews and net worth/risk analyses. Services described in the brochure include cash‑flow and tax planning, retirement and estate planning, insurance review, and ongoing portfolio management with no stated account minimums. The firm combines fundamental and technical analysis with daily market monitoring to identify sectors or individual securities it believes have the highest return potential, building concentrated positions while hedging risk using option contracts. Investment exposures listed in the brochure include equities, ETFs (including leveraged and inverse ETFs), fixed income, options, commodities, publicly traded REITs and cryptocurrencies, and the manager may trade to profit from both upside and downside market moves. What distinguishes the firm in the brochure is that its principal also operates as a licensed independent insurance agent and may receive commission‑based compensation for insurance sales separate from advisory fees, a disclosed potential conflict of interest. The firm’s use of active, options‑based hedging and willingness to include leveraged/inverse ETFs and crypto in client portfolios is notable for a small discretionary practice and is less common among similarly sized independent advisers.

To learn more about the advisors currently working at Dakota Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Trevor Leidy	Bismarck, ND	23

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