1. Home >
  2. M&A >
  3. Add-on Acquisition >
  4. United States >
  5. Delaware >
  6. Dakota Wealth Management Acquires Lokken Investment Group

M&A Deal Summary

Dakota Wealth Management Acquires Lokken Investment Group

On November 10, 2025, Dakota Wealth Management acquired financial services company Lokken Investment Group

Acquisition Highlights
  • This is Dakota Wealth Management’s 2nd transaction in the Financial Services sector.
  • This is Dakota Wealth Management’s 7th transaction in the United States.
  • This is Dakota Wealth Management’s 1st transaction in Delaware.

M&A Deal Summary
Date 2025-11-10
Target Lokken Investment Group
Sector Financial Services
Buyer(s) Dakota Wealth Management
Deal Type Add-on Acquisition

Target

Lokken Investment Group

Lewes, Delaware, United States
Lokken Investment Group provides financial planning and investment advisory services tailored to individuals and families in the coastal Delaware region. Lokken Investment Group offers retirement planning, portfolio management, and wealth preservation strategies under a fee-only fiduciary model. Lokken Investment Group was founded in 2008 and is based in Lewes, Delaware.

Search 214,107 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Dakota Wealth Management

Palm Beach Gardens, Florida, United States
Category Company
Founded 2018
Sector Business Services
DESCRIPTION

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families. Dakota Wealth Management advises clients in a wide number of estate planning matters, personal tax advisory, and compliance services. Dakota Wealth Management was founded in 2018 and is based in Palm Beach Gardens, Florida.

DEAL STATS #
Overall 7 of 7
Sector: Financial Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 7 of 7
State: Delaware M&A 1 of 1
Country: United States M&A 7 of 7
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-03 Ledge Wealth

Sartell, Minnesota, United States

Ledge Wealth is a registered investment advisory firm managing approximately $400 million in assets through its robust 401(k) advisory services business. Ledge Wealth Management is based in Sartell, Minnesota.

Buy -
Mergr

Solution for

Product

Company

Legal