Rhys Williams
Investment adviser representative at Dakota Wealth, LLC
7 yearsExperience
2 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
7 years in the industry.
- Dakota Wealth, LLCAug 2019 to now
- Lowes Home ImprovementJan 2020 to Sep 2020
- Iberiabank (formerly Gibraltar Private Bank and Trust)Mar 2018 to Aug 2019
- Gibraltar Private Bank and TrustSep 2013 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7167097
- Firm CRD
- 297987