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GH

Garrett Douglas Hudson

DAKOTA WEALTH
LEWES, DE
·CRD# 7580207·4 years experience

Professional Summary

Garrett Douglas Hudson is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Lewes, Delaware. Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Garrett has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

DAKOTA WEALTH, LLC·CRD# 297987
RIA
1413 Savannah Rd Ste4, Lewes, DE 19958
March 6, 2026 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.·CRD# 3487
RIA
Rehoboth Beach, DE
March 7, 2023 - December 8, 2025
STATE FARM VP MANAGEMENT CORP.·CRD# 43036
BD
Selbyville, DE
July 16, 2022 - December 8, 2025

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Current Firm

DW
DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097
RIA
Registered Investment Advisory firm - SEC (10/8/2018 Approved)

Contact Information

Main Address

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

Phone Number

(561) 774-8101

# of Employees

91

SEC notice filing (37 States and Territories)

Registered to provide investment advisory services in 37 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

11,161

AUM (Assets Under Management)

$6,941,956,964

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/20/2026Cover PageReport
06/10/2025Cover PageReport
09/13/2024Cover PageReport
11/21/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Garrett Hudson Sole Proprietorship; Not investment-related; Milton, DE 19968; Create & sell excel tracker & static website tools for State Farm agents; Owner and Operator; Less than 5% of time during the month.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097
RIA
Registered Investment Advisory firm - SEC (10/8/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Delaware
(3/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2022About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Garrett Douglas Hudson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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GH
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