Dorado Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$192,853,967
Clients
68
Advisors
2
of 2 employees
About
Dorado Wealth Management LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals (including high-net-worth clients), corporations and 401(k) participants, and indicates plans to add pension funds, financial institutions and charitable organizations. The firm delivers investment management through client agreements and also facilitates access to third-party investment managers (TIMs) on the Schwab platform.
The firm gathers client objectives and maintains both discretionary and non-discretionary arrangements, but a substantial majority of assets are managed on a non-discretionary basis — the brochure reports $268,769,992 in AUM as of December 31, 2025, with about $41.3 million discretionary and $227.5 million non-discretionary — meaning many trades are executed only after consulting clients. Dorado’s investment process incorporates fundamental and technical analysis, asset allocation guidance, periodic reviews (generally quarterly), and the use of TIMs for specialized strategies, with custodial and execution services routed through Charles Schwab.
What is notable relative to peers is the firm’s predominantly non-discretionary asset base, which contrasts with the more common discretionary AUM model among similar firms; Dorado also frequently employs third-party managers via Schwab rather than exclusively managing all portfolios in-house. Additional operational features that may be relevant to prospective clients include the firm’s use of Schwab-provided custodial and technology services, the availability of TIM programs with separate fee arrangements, and the fact that Dorado does not vote client proxies.
Client services
Expertise
Fee options
Flat quarterly fees as an alternative to asset-based fees when more economical for the client.
1% to 2.5% annually on a sliding scale
IARs licensed as insurance agents may receive commissions on insurance products separately from advisory fees.
Account minimum: $5,000 Fee-only: Fixed fees up to 3%, charged on a case-by-case basis, sometimes as flat quarterly fees instead of percentage of assets.
Main office
Port Washington NY
Advisors at this office
2
Most active in
Nevada · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Avraham Z
Series 63, Series 65
Port Washington, NY
Dorado Wealth Management LLC
Avraham Ziv is a financial advisor at Dorado Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Western International Securities, Inc., and Northeast Asset Management LLC. Outside of advisory services, he is also registered as a non-variable insurance agent. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants, with plans to expand to pension funds and charitable organizations. The firm primarily manages assets on a non-discretionary basis and utilizes third-party investment managers through the Schwab platform.
Seiichi S
Series 66
Port Washington, NY
Dorado Wealth Management LLC
Seiichi Shinomiya is a financial advisor at Dorado Wealth Management LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Western International Securities, Inc. and Citigroup Global Markets Inc. Dorado Wealth Management LLC is an SEC-registered investment adviser serving individuals, corporations, and 401(k) participants. The firm emphasizes a predominantly non-discretionary approach and utilizes third-party investment managers via the Schwab platform.
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