Overview
Assets Under Management: $1.3 billion
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 368
Average Client Assets: $2.8 million
Frequently Asked Questions
DOMANI WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174303), DOMANI WEALTH, LLC is subject to fiduciary duty under federal law.
DOMANI WEALTH, LLC is headquartered in LANCASTER, PA.
DOMANI WEALTH, LLC serves 368 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, DOMANI WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
DOMANI WEALTH, LLC manages $1.3 billion in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, DOMANI WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 368
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.65%
Average Client Assets: $2.8 million
Total Client Accounts: 3,114
Discretionary Accounts: 3,106
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 174303
Filing ID: 1743755
Last Filing Date: 2023-03-28 17:58:00