# Wealth Plus of the Dakotas Inc

Wealth Plus of the Dakotas Inc is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 287536
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287536

## About

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.

## 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.

## Related profiles

- [EDGON Advisory LLC](https://altss.com/profile/edgon-advisory-llc)
- [MOKOSAK ADVISORY GROUP, LLC](https://altss.com/profile/mokosak-advisory-group-llc)

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Last updated: 2026-07-06T01:24:28.681Z

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