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| Dominguez Wealth Management Solutions Inc
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|---|---|
| CRD # | 173083 |
| SEC # | 801-121914 |
| CIK # | 0001881335 |
| AUM | $162.7 MM (2024-06-18) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 757-645-9252 |
| Address | 304 Bulifants Boulevard Williamsburg, VA 23188 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.4 | |
| PG | 338,108.9 | 3.6 | |
| JNJ | 465,600.2 | 3.5 | |
| MRK | 232,371.9 | 2.9 | |
| EMR | 48,422.9 | 2.8 | |
| KMB | 44,656.1 | 2.5 | |
| AFL | 36,008.8 | 2.3 | |
| TGT | 67,013.4 | 2.2 | |
| LMT | 111,953.9 | 1.9 | |
| INTC | 154,482.4 | 1.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 45.4 |
| (b) Individuals (high net worth individuals) | 50 | 117.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 162.7 |
| By Discretionary | ||
| Discretionary | 555 | 155.0 |
| Non-Discretionary | 22 | 7.7 |
| Total | 577 | 162.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.7 | |
| Total | 577 | 162.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001881335] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tranquilli Financial Advisor LLC
✚
|
NJ | 0.2 |
|
Clark Monroe Blackman LLC
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TX | 0.2 |
|
IBN Financial Services Inc
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NY | 0.2 |
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Capital Developers LLC
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NC | 0.2 |
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McGinn Penninger Investment Managment Inc
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VA | 0.2 |
|
Kelley Investments LLC
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CA | 0.2 |
|
Bancolombia Capital Advisers LLC
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|
FL | 0.2 |
|
Pathwise Wealth Partners LLC
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|
CA | 0.2 |
|
IKE Capital LLC
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|
NY | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |