← Back to searchVisit website
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
CRD 173083 · SEC 801-121914
304 BULIFANTS BOULEVARD, SUITE 101, WILLIAMSBURG, VA, 23188, United States
Phone
757-645-9252
Fax
757-210-4236
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.1M
Discretionary AUM
$213.1M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $44.9M |
| High net worth individuals | 69 | $166.3M |
States served
NE, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD