Dominguez Wealth Management Solutions, Inc.
Firm details
- Headquarters
- Williamsburg, Virginia
- CRD number
- 173083
- Registered since
- July 29, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.04%
- Individuals21.05%
- Pension & Profit Sharing Plans0.67%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Dominguez Wealth Management Solutions, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2021. The firm concentrates on serving individual and family clients and offers financial planning alongside discretionary portfolio management for individuals, small businesses, and institutional clients; pension consulting services are also listed among its advisory capabilities. Its fee model combines percentage-of-AUM pricing with hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor and appears to rely on third‑party managers for alternative exposure rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities32%
- Cash & Cash Equivalents7%
- Private Funds1%
Contacts
2 of 2
Shaobo Li
Sr. Investment Analyst & Tax ConsultantCRD 7037407
Jeffrey Dominguez
PresidentCRD 5483499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$115M in ETFs
78%
$90.3M
18%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $31.2M | 346,542 | 27.11% |
Location
Williamsburg, VA
James City
Location
Williamsburg, VA
Headquartered in Williamsburg, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- James City
- Address
- 304 Bulifants Blvd
- Time zone
- ET (UTC-5)
- Office locations
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