Brett William Orvieto
Investment adviser representative at Dakota Wealth, LLC
13 yearsExperience
3 statesRegistered in
$6.9BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Dakota Wealth, LLCFeb 2019 to now
- Dakota Wealth, LLC (formerly Oakmont Partners, LLC)May 2018 to Feb 2019
- Lincoln Investment Planning, IncApr 2013 to May 2018
- Strategic Asset Mgmt GroupMar 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5023123
- Firm CRD
- 297987