|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Dorado Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 314965 |
| SEC # | 801-126902 |
| CIK # | |
| AUM | $160.9 M (2025-06-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 516-695-6114 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 20.4 |
| (b) Individuals (high net worth individuals) | 4 | 135.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 97 | 160.9 |
| By Discretionary | ||
| Discretionary | 82 | 20.4 |
| Non-Discretionary | 15 | 140.5 |
| Total | 97 | 160.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.9 | |
| Total | 97 | 160.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crusonia Wealth Advisors LLC
✚
|
CO | 0.2 |
|
KEEN Capital Ltd
✚
|
SC | 0.2 |
|
Wealthcare Asset Management LLC
✚
|
MO | 0.2 |
|
Kerusso Capital Management LLC
✚
|
NC | 0.2 |
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 0.2 |
|
MDRN Capital LLC
✚
|
MD | 0.2 |
|
Cole Wealth Management LLC
✚
|
AZ | 0.2 |
|
Arnold Castellano and Associates LLC
✚
|
LA | 0.2 |
|
Parkview Asset Management Inc
✚
|
IL | 0.2 |
|
Innovative Advisory Group LLC
✚
|
MA | 0.2 |