DOMASK WEALTH MANAGEMENT, LLC

Overview

Domask Wealth Management, LLC is an individual-owned registered investment adviser structured as an LLC that focuses on portfolio management for individuals and small businesses, with an additional line of pension consulting services. The firm operates on a percentage-of-AUM fee model and manages client relationships on a discretionary basis. Strategy-wise, Domask leans heavily into pooled public funds as the primary vehicle for core equity and fixed-income exposure while maintaining selective allocations to alternatives—specifically hedge funds and real estate—to broaden return drivers and manage downside risk. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices