Dorado Wealth Management LLC

RIASEC RegisteredEst. 2022

Total AUM

$269M

Discretionary

$41.3M

15% of AUM

Avg account

$3.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 314965
Registered since: November 17, 2022
Website: www.doradowealth.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI56.39%
Corporations / Businesses28.25%
Individuals15.37%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dorado Wealth Management LLC is an SEC-registered investment adviser organized as an LLC and registered in 2022. The firm is owned by an individual and acts as a capital allocator for a mix of individual/family and institutional clients. Its advisory services include discretionary and nondiscretionary portfolio management for individuals, small businesses and institutions, pension consulting-style work, and the selection of outside managers. Fee arrangements combine a percentage of assets under management and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.