Dakota Wealth Management Advertising Profile
Dakota Wealth Management Company Overview:
Dakota Wealth Management is an independent investment management, wealth and estate planning, and full-service tax planning firm serving high-net-worth individuals, families, and institutions. Headquartered in Palm Beach Gardens and founded by RIA industry veteran Peter Raimondi, Dakota elevates wealth management to an art with thoughtfully designed investment portfolios and personalized wealth management services. Dakota also provides a full suite of financial planning, estate and tax services for selected clients.
Primary Address
11376 N Jog Road
West Palm Beach, FL 33418
Dakota Wealth Management Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Dakota Wealth Management. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Dakota Wealth Management's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Dakota Wealth Management have?
Dakota Wealth Management has 1 unique brands.
How much does Dakota Wealth Management spend on media?
It is unknown how much Dakota Wealth Management spends on media.
Dakota Wealth Management Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Dakota Wealth Management marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Dakota Wealth Management?
The chief marketing officer at Dakota Wealth Management is N/A.
How big is the Dakota Wealth Management Marketing Team?
There are 7 staff members currently involved in marketing for Dakota Wealth Management.
Marie A.
Director, Marketing & Communications
FL
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Peter R.
Founder & Chief Executive Officer
FL
Francis P.
Managing Director-Senior Wealth Advisor
FL
Brett O.
Managing Director, Senior Wealth Advisor
FL
Bonnie S.
Managing Director, Senior Wealth Advisor
FL
Dakota Wealth Management Ad Spend 2025
This section digs into the specifics of the advertising spend at Dakota Wealth Management and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Dakota Wealth Management Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Dakota Wealth Management, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Dakota Wealth Management Media Mix
Explore a detailed breakdown of the last 12 months media spending for Dakota Wealth Management across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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If you are looking to tap into Dakota Wealth Management marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Dakota Wealth Management decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
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Dakota Wealth Management Social Media Marketing Ad Spend
See whether Dakota Wealth Management is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.