Timothy Melly is a control person of Dakota Wealth and directly owns under 5% of it.
Dakota Wealth is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $6.94 billion, as filed on 11 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4976825
- Firm
- Dakota Wealth · CRD 297987
- Role
- Chief Investment Officer
- In role since
- July 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Palm Beach Gardens, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Melly work?
Timothy Melly has been Chief Investment Officer of Dakota Wealth, LLC since July 2025, and is a control person of the firm.
How can I verify Timothy Melly’s record?
Timothy Melly’s role is listed on Dakota Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 297987.