AUMdb
RW

Rhys Williams

CRD 7167097

Firms

FirmRoleAs of
Dakota Wealth, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (2)

OrganizationRoleCompensationAs of
The Harvard Club Of The Palm Beaches Inc Officer/Director 09/30/2024
Cox Science Center And Aquarium Inc Officer/Director 09/30/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗