Firm profile

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

WILLIAMSBURG, VACRD 173083Latest ADV March 26, 2026

Dominguez Wealth Management Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Williamsburg, VA. Its latest Form ADV filing, dated March 26, 2026, reports $213M in regulatory assets under management, 2 employees, and 659 accounts.

Assets Under Management
$213M
Employees
2
Offices
--
Total Clients
192
Primary office
WILLIAMSBURG, VA
304 BULIFANTS BOULEVARD, SUITE 101, WILLIAMSBURG, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeffrey P. Dominguez

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.1% of total clients.
Top client categories% of clientsClients
1
Individuals
64.1%
123
2
HNWI
35.9%
69
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$213Mas of March 26, 2026
Discretionary100.0%
$213M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$213M
Total Accounts659
10Y AUM Change+$92M (+76.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee96:1
10Y Employee Change-1 (-33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.