Dominguez Wealth Management Solutions, Inc.
Firm details
- Headquarters
- Williamsburg, Virginia
- CRD number
- 173083
- Registered since
- July 29, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.04%
- Individuals21.05%
- Pension & Profit Sharing Plans0.67%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Dominguez Wealth Management Solutions, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm serves primarily individual and family clients and is owner-controlled. Its advisory offering centers on financial planning and discretionary portfolio management across individual, small business and institutional client types, with pension consulting listed among its services. Fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. The firm does not identify as an ESG-focused allocator and is not structured as a capital allocator or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities32%
- Cash & Cash Equivalents7%
- Private Funds1%
Contacts
2 of 2
Shaobo Li
Sr. Investment Analyst & Tax ConsultantCRD 7037407
Jeffrey Dominguez
PresidentCRD 5483499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$135M in ETFs
63%
$84.5M
37%
$50.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $29.5M | 342,303 | 21.88% |
Location
Williamsburg, VA
James City
Location
Williamsburg, VA
Headquartered in Williamsburg, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- James City
- Address
- 304 Bulifants Blvd
- Time zone
- ET (UTC-5)
- Office locations
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