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| Dominguez Wealth Management Solutions Inc
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|---|---|
| CRD # | 173083 |
| SEC # | 801-121914 |
| CIK # | 0001881335 |
| AUM | 213.1 M (2026-03-26) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 757-645-9252 |
| Address | 304 Bulifants Boulevard Williamsburg, VA 23188 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001881335 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.9 | ||
| Johnson & Johnson | 5.9 | ||
| Emerson Electric Co | 3.1 | ||
| Procter & Gamble Co | 2.9 | ||
| Merck & Co Inc | 2.9 | ||
| Aflac Inc | 2.8 | ||
| Lockheed Martin Corp | 2.2 | ||
| Nvidia Corp | 2.1 | ||
| Kimberly Clark Corp | 1.9 | ||
| Target Corp | 1.8 | ||
| Micron Technology Inc | 1.7 | ||
| Bristol Myers Squibb Co | 1.4 | ||
| Parker Hannifin Corp | 1.4 | ||
| AT&T Inc | 1.3 | ||
| Wal Mart Stores Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 44.9 |
| (b) Individuals (high net worth individuals) | 69 | 166.3 |
| (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 | 1.4 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 213.1 |
| By Discretionary | ||
| Discretionary | 659 | 213.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 213.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.1 | |
| Total | 659 | 213.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001881335] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Coastline Complete Wealth LLC
✚
|
SC | 213.6 M |
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 213.6 M |
|
Argyle Capital Partners LLC
✚
|
CA | 213.6 M |
|
Gunn & Company Investment Management Inc
✚
|
FL | 213.5 M |
|
Signal Tree Financial Partners LLC
✚
|
OH | 213.4 M |
|
MIAI Inc
✚
|
TX | 213.3 M |
|
JE Simmons & Co PC
✚
|
TX | 213.1 M |
|
AIFG Consultants Ltd
✚
|
NY | 213.0 M |
|
Sacks & Associates LLC
✚
|
NJ | 212.8 M |
|
BCK Partners Inc
✚
|
NY | 212.7 M |