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Chief Compliance Officer · Dakota Wealth, LLC

Kayla M. Berg

CRD 7191281 · Named on Form ADV at one SEC-registered adviser

At a glance

Dakota Wealth, LLC, an SEC-registered wealth manager based in Palm Beach Gardens, FL with $6.9 billion in regulatory assets, lists Kayla M. Berg on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Dakota Wealth, LLCChief Compliance OfficerWealth manager · Palm Beach Gardens, FL · $6.9B in regulatory assets

AtlasMembers

Kayla’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kayla’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.