DORADO WEALTH MANAGEMENT LLC
Adviser information for DORADO WEALTH MANAGEMENT LLC last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 73 | $22.7M |
| Non-Discretionary | 8 | $110.9M |
| Total | 81 | $133.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 58 | $21.3M |
| HNW Individuals | 4 | $110.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $1.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-126902 |
|---|---|
| SEC ERA File Number | 801-126902 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314965 |
| Legal Entity Identifier | None |
Principal Office
333 EARLE OVINGTON BLVDSUITE 706
UNIONDALE
NY
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 516-695-6114, Fax: None
Chief Compliance Officer
AVRAHAM ZIV
OWNER, CCO
333 EARLE OVINGTON BLVD
SUITE 706
UNIONDALE
NY
United States
Tel:
516 695 6114
A****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Ziv, Avraham, Isaac | Individual | – | MANAGING PARTNER, CCO | 02/2024 | > 75% |