DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

RIASEC RegisteredEst. 2021

Total AUM

$213M

Discretionary

$213M

100% of AUM

Avg account

$323K

Accounts

659

Employees

Advisory reps

Firm details

Headquarters: WILLIAMSBURG, Virginia
CRD number: 173083
Registered since: July 29, 2021
Website: www.dominguezwealthsolutions.com
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

FINTRX

Overview

Dominguez Wealth Management Solutions, Inc. is an independent registered investment adviser formed in 2021 and owned by an individual principal. The firm focuses on serving individuals and families and provides a mix of comprehensive financial planning and discretionary portfolio management. Its paid-for services include percentage-of-AUM advisory fees as well as hourly and fixed-fee work. Stated advisory capabilities cover financial planning, portfolio management for individual and small-business clients, portfolio services for businesses or institutions, and pension consulting services. The firm does not describe itself as an active ESG investor and is not positioned as a multi-state or institutional capital allocator. Custody activity is concentrated with a major retail custodian rather than held in-house.