Dakoré Wealth Management

Dakoré Wealth Management

Dakoré Wealth Management was formed in 2020 through a partnership between Apple Growth Partners, an established Akron-based accounting and business advisory firm, and Dakota Wealth Management, a registered investment advisor. The structure integrates tax planning and wealth management under one umbrella, a model designed to streamline the client experience for high-net-worth individuals and business owners in the Midwest. The firm's operational history is short, and its public profile remains closely tied to the reputations of its two founding entities. The firm's strategy centers on financial planning-led asset gathering, with investment management positioned as an implementation layer rather than a standalone offering. Services include retirement planning, estate planning coordination, and portfolio construction. Specific asset-class allocations or third-party manager relationships are not publicly detailed. Direct investment or proprietary fund vehicles have not been disclosed, suggesting an emphasis on model portfolios or external manager selection typical of a boutique wealth management practice. The operational scale of Dakoré remains opaque. No headcount, AUM, or client-count figures have been published independently by the firm. Its parent entities provide the only visible infrastructure: Apple Growth Partners contributes regional brand recognition and a tax-client base, while Dakota Wealth Management supplies RIA compliance and investment-oversight capabilities. In September 2023, Dakota Wealth Management completed its own acquisition of Peregrine Private Capital, expanding its national footprint — a move that may indirectly bolster the resources available to the Dakoré partnership (per firm press release, September 2023). Dakoré occupies a narrow structural niche: a joint venture between a non-RIA professional services firm and an RIA, an arrangement designed to capture cross-referral synergies without requiring a full merger. This architecture allows each parent to maintain independent operations while sharing economics in a dedicated wealth-management vehicle. The succession or governance provisions between the two partners are not publicly known, and the firm's future trajectory likely depends on how deeply Apple Growth Partners integrates wealth management into its core tax practice.