|
⚲
|
| Keyboard |
| Dorado Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 314965 |
| SEC # | 801-126902 |
| CIK # | |
| AUM | 268.8 M (2026-02-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 516-695-6114 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 41.3 |
| (b) Individuals (high net worth individuals) | 6 | 151.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 75.9 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 268.8 |
| By Discretionary | ||
| Discretionary | 73 | 41.3 |
| Non-Discretionary | 12 | 227.5 |
| Total | 85 | 268.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.8 | |
| United States Persons | 257.0 | |
| Total | 85 | 268.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hardy & Hardy Co LLC
✚
|
OH | 269.4 M |
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |
|
Peak Financial Advisors LLC
✚
|
CO | 268.8 M |
|
Stonebridge Capital Management Inc
✚
|
CA | 268.7 M |
|
Byrne Asset Management LLC
✚
|
NJ | 268.7 M |
|
Andrews Advisory Associates LLC
✚
|
HI | 268.6 M |
|
Sage Investment Advisers LLC
✚
|
NY | 268.4 M |
|
JMK & Associates LLC
✚
|
WA | 268.4 M |
|
BPM Wealth Advisors LLC
✚
|
CA | 268.3 M |