Dewes, DE Office
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Dakota Wealth, LLC
Multi-team
Firm-wide stats for Dakota Wealth, LLC
About
Dakota Wealth, LLC serves a broad mix of individuals (including high net worth clients), trusts, foundations, retirement plans, charitable organizations and business enterprises. The firm offers wealth management, discretionary and non‑discretionary investment management, stand‑alone financial planning and investment consulting, retirement plan advisory services (including 3(21)/3(38) roles), and acts as an advisor to pooled vehicles and registered investment companies.
The firm builds customized, primarily long‑term portfolios using mutual funds and ETFs alongside individual equities, fixed income, structured products, REITs and options, and may allocate to independent managers when appropriate. Dakota Wealth emphasizes ongoing oversight and due diligence—its disclosure notes that private fund allocations are researched in‑house (including on‑site visits) and that most client assets are managed on a discretionary basis.
What distinguishes Dakota Wealth from many peers is its active role as a manager and general partner to private funds (the Persimmon Absolute Return Fund master/feeder structure) and its engagement as sub‑adviser to a registered ETF, arrangements the firm discloses as creating potential conflicts of interest. The firm also discloses affiliated tax services, use of an insurance platform relationship, institutional arrangements with multiple custodians that provide platform benefits, and a generally no‑minimum relationship policy that may be atypical for an enterprise advisor of its scale.
Based on Dakota Wealth, LLC
Expertise
Based on Dakota Wealth, LLC
Location
1413 Savannah Rd, Ste4
Dewes DE 19958
Advisors at this office
6
Advisors at this office
Sean M
CFP®, Series 66
Lewes, DE
Dakota Wealth, LLC
Sean Merlonghi is a CFP® with 13 years of industry experience. He is currently an advisor at Dakota Wealth, LLC, having joined the firm in 2025. Prior to this, he worked at Lokken Investment Group, LLC for seven years, and also held positions at Wells Fargo Clearing and Edward Jones. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, and charitable organizations. The firm provides customized wealth management and investment services, emphasizing long-term portfolio construction and ongoing due diligence, with a notable role as manager and general partner to private funds and engagement as a sub-adviser to a registered ETF.
Jay M
ChFC®, Series 63, Series 65
Dewes, DE
Dakota Wealth, LLC
Jay Middleton is a ChFC® charterholder with 29 years of experience in the financial services industry. He has worked at firms including One North Wealth Services, LLC, Ocean View Advisory LLC, and Lokken Investment Group, LLC before joining Dakota Wealth, LLC in 2025. He is currently dually registered as an investment advisor representative with Dakota Wealth and Lokken Investment Group on a temporary and transitional basis. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement advisory services. The firm builds customized, primarily long-term portfolios using a variety of investment vehicles and maintains an active role as a manager and general partner in private funds and as sub-adviser to a registered ETF.
Carrie R
Series 65
Lewes, DE
Dakota Wealth, LLC
Carrie Ruark is a Series 65-licensed advisor at Dakota Wealth, LLC with 19 years of industry experience. She worked at Lokken Investment Group, LLC for 17 years prior to joining Dakota Wealth. Ms. Ruark is currently dually registered with both firms on a temporary and transitional basis. Dakota Wealth serves a diverse client base including individuals, trusts, retirement plans, and business enterprises. The firm offers customized, primarily long-term portfolio management using a range of investment vehicles, and is notable for its active management of private funds and sub-advisory role to a registered ETF.
Jessica B
CFP®, Series 65
Lewes, DE
Dakota Wealth, LLC
Jessica Bimonte is a CFP® with six years of industry experience, currently serving as an advisor at Dakota Wealth, LLC since 2025. She previously worked at Lokken Investment Group, LLC for seven years and has experience with equine businesses including Leg Up Stables and Millington Stables. During a transitional period, she maintained dual registration with both Dakota Wealth and Lokken Investment Group, which are unaffiliated firms. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of services such as wealth management, investment management, financial planning, and retirement plan advisory, with a focus on customized, primarily long-term portfolios using a variety of investment vehicles and active involvement in private funds and a registered ETF.
Garrett H
Series 63, Series 65
Lewes, DE
Dakota Wealth, LLC
Garrett Hudson is a financial advisor at Dakota Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at State Farm Investment Management. Outside of his advisory role, Hudson is involved as an agent employee with Billy J Reese III's Insurance Agency. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm offers customized wealth management and investment services, emphasizing long-term portfolio construction with ongoing oversight and due diligence.
Evan H
CFP®, Series 66
Lewes, DE
Dakota Wealth, LLC
Evan Hine is a CFP® with four years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, he held roles at Lokken Investment Group, Merrill Lynch, and several other financial services firms. He was also employed at Indian River Seafood Company and worked in education at Mount St. Mary's University and Waynesboro Area Senior High School. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, and charitable organizations. The firm offers customized wealth management and investment services, emphasizing discretionary portfolio management and active roles in private funds and registered ETFs.
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