# Dorsey Wealth Management

Dorsey Wealth Management is a Multi Family Office based in Torrance, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Torrance, United States
- **Region:** North America
- **Address:** Santa Monica, CA, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** dorseywealth.com

## Regulatory record

- **CRD number:** 158752
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158752

## About

Dorsey Wealth Management is a woman-owned, fiduciary, fee-only financial planning firm in Torrance, California that serves clients virtually across the country. It provides comprehensive financial planning, retirement planning, investment management, and tax planning. The firm focuses on helping women and couples approaching or in retirement gain financial peace of mind.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- Sean Dorsey — CEO

## Questions

### Who runs investment decisions at Dorsey Wealth Management?

Sean Dorsey is the CEO and principal investment decision-maker at the firm. He brings experience in wealth structuring and portfolio management for high-net-worth families. Public records indicate he is the sole named principal.

### How does Dorsey Wealth Management source proprietary deal flow?

The firm relies on a network of sponsor relationships built over time, particularly in real estate and credit. It participates in direct co-investments alongside established private equity and credit managers. Because the firm is private and does not market itself, deal flow is described as relationship-driven rather than sourced through broad outreach.

### Does Dorsey Wealth Management participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments. Pre-committed vehicles help anchor core allocations, while direct deals in private credit and real estate allow for more tailored exposure. The mix is typical for boutique multi-family offices seeking both liquidity and control.

### What investment stages does Dorsey Wealth Management typically target?

The firm focuses on later-stage, income-generating assets, particularly in real estate and private credit. It avoids early-stage venture capital and high-growth technology equities. The strategy emphasizes current yield and capital preservation over speculative growth.

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Last updated: 2026-08-11T15:06:35.052Z

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