Dakota Wealth Management Acquires Ledge Wealth Management
January 3, 2024
Dakota Wealth Management has agreed to acquire Ledge Wealth Management, Inc., a registered investment advisor based in Sartell, Minnesota that manages roughly $400 million of client assets and advises on an additional $200 million through its 401(k) advisory business. The deal expands Dakota Wealth's AUM to about $4.9 billion and brings Ledge founder Kurt Durrwachter, COO Gina K. Bartell and six associates into Dakota's team.
- Buyers
- Dakota Wealth Management
- Targets
- Ledge Wealth Management, Inc.
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Transaction Type
- Buyout
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