# Dorado Wealth Management LLC

> Dorado Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 314965
- Filed as: DORADO WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314965
- AdvisorCensus page: https://advisorcensus.com/firm/dorado-wealth-management-llc-314965

## Quick answers

**How is Dorado Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dorado Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Dorado Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 4, 2026 states: Asset-based fee: 1% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Dorado Wealth Management LLC registered with the SEC or a state?**
Dorado Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 314965.

**How much does Dorado Wealth Management LLC manage?**
Dorado Wealth Management LLC reports $268,769,992 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (15% discretionary).

**How have Dorado Wealth Management LLC's assets and staff changed since 2023?**
In the Form ADV data for Dorado Wealth Management LLC: Regulatory assets under management: $114,510,471 in the October 2023 data and $268,769,992 in the October 2026 data, up 135%. Total employees: 3 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dorado Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); corporations or other businesses not listed above (8); high net worth individuals (6).

**Does Dorado Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314965

**What changed in Dorado Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $160,879,727 to $268,769,992 (+67%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Asset-based fee: 1% to 2.5% a year (a range, as the brochure states it)

> Clients will pay an annualized asset-based fee ranging between approximately 1% and 2.5% based on a sliding scale of assets under management (“Management Fee”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $268,769,992
- Discretionary: $41,302,410
- Non-discretionary: $227,467,582

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $41,302,410 |
| High net worth individuals | 6 | $151,551,557 |
| Corporations or other businesses not listed above | 8 | $75,916,025 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $114,510,471 | 3 | March 3, 2023 |
| October 2024 | $133,643,708 | 3 | June 20, 2024 |
| October 2025 | $160,879,727 | 2 | June 17, 2025 |
| October 2026 | $268,769,992 | 2 | February 4, 2026 |

Regulatory assets under management: $114,510,471 in the October 2023 data and $268,769,992 in the October 2026 data, up 135%.
Total employees: 3 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $160,879,727 to $268,769,992 (+67%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dorado Wealth Management LLC (CRD 314965): Form ADV filing data as of October 2026.