Dominguez Wealth Management Solutions, Inc.
● SEC registered since 2021CRD 173083SEC# 801-121914Williamsburg, VA
Reg. AUM
$213.1M
Employees
2
Accounts
659
Location
Williamsburg, VA
Dominguez Wealth Management Solutions, Inc. assets under management
Dominguez Wealth Management Solutions, Inc. is a registered investment adviser overseen by the SEC based in Williamsburg, VA. The firm has been registered since 2021. It reports $213.1 million in regulatory assets under management and employs 2 people.
Dominguez Wealth Management Solutions, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Paul Dominguez Control | President & Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Dominguez Wealth Management Solutions, Inc. manage?
Dominguez Wealth Management Solutions, Inc. reports $213.1 million in regulatory assets under management on its Form ADV.
How many employees does Dominguez Wealth Management Solutions, Inc. have?
Dominguez Wealth Management Solutions, Inc. reports 2 employees.
Where is Dominguez Wealth Management Solutions, Inc. located?
Dominguez Wealth Management Solutions, Inc. is based in Williamsburg, VA and has been SEC-registered since 2021.
Does Dominguez Wealth Management Solutions, Inc. disclose fund performance?
Dominguez Wealth Management Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 304 Bulifants Boulevard, Suite 101, Williamsburg, VA 23188 |
| Phone | 757-645-9252 |
| Fax | 757-210-4236 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1881335 |
| Discloses disciplinary history | No |
Regulatory AUM
$213.1M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$213.1Mregulatory AUM
Discretionary $213.1M