Dorado Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 4, 2026, reports $269M in regulatory assets under management, 2 employees, and 85 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
62
2
Corporations
10.5%
8
3
HNWI
7.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of February 4, 2026
Discretionary15.4%
$41M
15% of total RAUM15.4%
Non-discretionary84.6%
$227M
85% of total RAUM84.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$269M
Total Accounts85
10Y AUM Change+$166M (+162.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.