PPrivate Fund Data Log in Join · $37/mo

Dominguez Wealth Management Solutions, Inc.

● SEC registered since 2021CRD 173083SEC# 801-121914Williamsburg, VA
Export (members)
Reg. AUM
$186.6M
Employees
2
Accounts
603
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 $186.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/dominguez-wealth-management-solutions/aboutView on SEC.gov ↗

Dominguez Wealth Management Solutions, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Paul Dominguez ControlPresident & Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Dominguez Wealth Management Solutions, Inc. manage?

Dominguez Wealth Management Solutions, Inc. reports $186.6 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

Address304 Bulifants Boulevard, Suite 101, Williamsburg, VA 23188
Phone757-645-9252
Fax757-210-4236
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1881335
Discloses disciplinary historyNo

Assets under management

Discretionary$185M
Non-discretionary$1.6M
Total (RAUM)$186.6M