PALM BEACH GARDENS, Fla., Nov. 10, 2025 /PRNewswire/ — Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, announced its acquisition of the Lokken Investment Group, a highly respected advisory firm based in Lewes, Delaware. This strategic move aims to ensure seamless continuity and expanded service platform for Lokken Investment Group’s clientele. With the addition of their $455 million in managed assets, Dakota’s assets under management will be nearly $7.5 billion.
The Art of Wealth Management (PRNewsfoto/Dakota Wealth Management)
The acquisition honors the legacy of Lokken Investment Group’s late founder, Jon Lokken, by integrating his firm’s high-touch, client-first philosophy with Dakota Wealth Management’s expansive resources, sophisticated technology, and deep bench of wealth management…
