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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