Updated:
Wealth Plus of the Dakotas Inc
Wealth Plus of the Dakotas, Inc. is a state-registered investment adviser in Aberdeen, SD. The firm manages $79 million in assets, with $24 million...
Overview
Wealth Plus of the Dakotas, Inc. is a state-registered investment adviser in Aberdeen, SD. The firm manages $79 million in assets, with $24 million discretionary. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Wealth Plus of the Dakotas Inc?
The firm's advisory committee is responsible for portfolio strategy, though individual client portfolios are managed by dedicated advisors. Principal names are not publicly listed on the firm website.
What investment stages does Wealth Plus of the Dakotas Inc typically target?
The firm focuses on liquid securities — stocks, bonds, ETFs — and separately managed accounts. It also advises on alternatives such as private placements for qualified clients, but does not manage venture capital or hedge fund vehicles internally.
How is Wealth Plus of the Dakotas Inc related to its founding financial institutions?
Wealth Plus originated from community banks in the Dakotas, leveraging trust and estate planning capabilities from those institutions. It remains independent but maintains referral relationships with regional banks.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Wealth Plus of the Dakotas Inc in Altss
Explore available research and relationship coverage for this adviser in Altss.