Overview
Assets Under Management: $187 million
Headquarters: WILLIAMSBURG, VA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. 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 #173083), DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. is subject to fiduciary duty under federal law.
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. is headquartered in WILLIAMSBURG, VA.
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. serves 61 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. manages $187 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. 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
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 603
Discretionary Accounts: 592
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 173083
Last Filing Date: 2025-02-20 00:00:00
Website: https://dominguezwms.com