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| Happy Holidays!! thanks for using AUM13F!! |
| Dominguez Wealth Management Solutions Inc
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| CRD # | 173083 |
| SEC # | 801-121914 |
| CIK # | 0001881335 |
| AUM | $186.6 M (2025-02-20) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 757-645-9252 |
| Address | 304 Bulifants Boulevard Williamsburg, VA 23188 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001881335 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.0 | ||
| Johnson & Johnson | 3.7 | ||
| Procter & Gamble Co | 3.2 | ||
| Emerson Electric Co | 3.0 | ||
| Aflac Inc | 2.6 | ||
| Kimberly Clark Corp | 2.2 | ||
| Lockheed Martin Corp | 1.9 | ||
| AT&T Inc | 1.8 | ||
| Merck & Co Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Target Corp | 1.4 | ||
| Microsoft Corp | 1.1 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Bristol Myers Squibb Co | 1.0 | ||
| Parker Hannifin Corp | 1.0 | ||
| Home Depot Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 42.6 |
| (b) Individuals (high net worth individuals) | 61 | 143.1 |
| (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 | 0.9 |
| (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 | 603 | 186.6 |
| By Discretionary | ||
| Discretionary | 592 | 185.0 |
| Non-Discretionary | 11 | 1.6 |
| Total | 603 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 603 | 186.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001881335] |
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|---|---|---|
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MJR Financial LLC
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TX | 0.2 |
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Herbert J SIMS Capital Management Inc
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CT | 0.2 |
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Connected Wealth Solutions LLC
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OR | 0.2 |
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Brightpath Wealth Planning LLC
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XO Capital LLC
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0.2 | |
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Pursuit Wealth Managment LLC
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FL | 0.2 |
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January Capital Advisors LLC
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CA | 0.2 |
|
Bersot Capital Management LLC
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|
CA | 0.2 |
|
Bankplus Wealth Management LLC
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MS | 0.2 |
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DMC Group LLC
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AL | 0.2 |