DOMINION WEALTH MANAGEMENT, LLC

Overview

Dominion Wealth Management, LLC is an independent, privately owned registered investment adviser organized as an LLC that advises individual and family clients on a fee basis (percentage of AUM). The firm positions itself as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Dominion also operates as an insurance broker and maintains an accounting affiliation, which appears integrated into its client service model. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives