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Dorado Wealth Management
Dorado Wealth Management LLC is an SEC-registered investment adviser since 2022. The firm manages $269 million in assets, with $41 million on a discretionary...
Overview
Dorado Wealth Management LLC is an SEC-registered investment adviser since 2022. The firm manages $269 million in assets, with $41 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Dorado Wealth Management's fiduciary obligation?
As an RIA registered with the SEC or state securities authorities, Dorado Wealth Management must adhere to a fiduciary standard, meaning it must act in its clients' best interests at all times. This includes full disclosure of conflicts of interest and a duty to seek best execution for trades. The standard is higher than the suitability standard that applies to broker-dealers.
What types of clients does Dorado serve?
The firm serves high-net-worth individuals, families, and institutional clients. Its RIA structure often appeals to those seeking personalized, conflict-minimized advice rather than transactional brokerage services. Engagement minimums and specific client profiles are not publicly disclosed.
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