Falists
← Back to search

DOMINION WEALTH MANAGEMENT, LLC

CRD 315417

Visit website

4014 OLEANDER DR., SUITE 103, WILMINGTON, NC, 28403, United States

Phone

910-625-8595

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$60.0M

Discretionary AUM

$60.0M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals130$20.8M
High net worth individuals14$39.2M

All web addresses on file

Official SEC filing: View on IAPD