D
$268.8M Total AUM
$41.3M Disc. AUM
34.0% 3Y CAGR
2 Employees
76 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-23-2021
- Office Locations
- 1
Office Locations
-- Port Washington NY
About Dorado Wealth Management LLC
Dorado Wealth Management LLC is a Port Washington-based RIA. The firm has been operating for 5 years. Managing $268.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$134.4M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Avraham Isaac Ziv
Chief Compliance Officer, Managing Partner
- CRD
- #2749711
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Seiichi Shinomiya
Investment Advisor Representative
- CRD
- #1752347
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,302,410 | $565,786 |
| Non-Discretionary | $227,467,582 | $18,955,632 |
| Total | $268,769,992 | $3,162,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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