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DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
304 Bulifants Boulevard
Suite 101
Williamsburg, Virginia 23188
Tel: 757-645-9252
About DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC, formally registered with the SEC as DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. is a Williamsburg, Virginia based Financial Planning firm with nearly $186,553,574 assets under management, offering retirement planning & investment advisory services to 603 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173083 |
| SEC# | 801-121914 |
| Assets Managed by Firm | $186,553,574 |
| No. of Clients | 603 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 603 | $186,553,574 |
| Individuals (other than high net worth individuals) | 120 | $42,560,625 |
| High net worth individuals | 61 | $143,069,856 |
| Pension and profit sharing plans | Fewer than 5 clients | $923,093 |
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