Dominguez Wealth Management Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Dominguez Wealth Management Solutions reports 192 clients. They include 123 individual clients and 69 high-net-worth individuals. Of its assets, 100.0% ($213M across 659 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 21% |
| High-net-worth individuals | 36% | 78% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 123 | $44.9M | 21.0% | $365K |
| High-net-worth individuals | 69 | $166M | 78.0% | $2.41M |
| Pension and profit-sharing plans | Fewer than 5 | $1.42M | 0.7% | — |
| Corporations and other businesses | Fewer than 5 | $522K | 0.2% | — |
| Total | 192 | $213M | 100% | — |
- Clients
- 123
- Regulatory AUM
- $44.9M
- AUM share
- 21.0%
- Avg. per client
- $365K
- Clients
- 69
- Regulatory AUM
- $166M
- AUM share
- 78.0%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.42M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $522K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 192
- Regulatory AUM
- $213M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Dominguez Wealth Management Solutions is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Hourly at $225 an hour, with an estimate of total hours set at the start of the relationship.
- Financial Planning Services
- Initial plan fees generally range from $1,500 to $10,000; a 50% deposit is due after fact-finding, and advance payment will not exceed $1,200.
- Pension Consulting Services
- A percentage of assets under advisement ranging from 0.50% to 1.25%, agreed per client and invoiced quarterly in arrears.
Jeffrey Dominguez owns 75% or more of Dominguez Wealth Management Solutions. The leadership team of Dominguez Wealth Management Solutions includes President Jeffrey Dominguez. It has 2 employees.
Leadership
Jeffrey DominguezPresident & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Dominguez Wealth Management Solutions, Inc.
Jeffrey Dominguez
Control person · since August 2014
Dominguez Wealth Management Solutions’ regulatory assets grew 1.8× from $121M (July 2021) to $213M (March 2026); clients rose from 166 to 192 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $213M | 192 | 2 | 1 |
| February 2025 | $187M | 181 | 2 | 1 |
| June 2024 | $163M | 177 | 2 | 1 |
| March 2023 | $139M | 174 | 2 | 1 |
| March 2022 | $127M | 169 | 3 | 1 |
| July 2021 | $121M | 166 | 3 | 1 |
Besides its headquarters, Dominguez Wealth Management Solutions has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 304 Bulifants Boulevard, Suite 101, WilliamsburgHQ
Contact and registration details
- Legal name
- Dominguez Wealth Management Solutions, Inc.
- Headquarters
- 304 Bulifants Boulevard, Suite 101, Williamsburg, VA 23188
- Website
- dominguezwealthsolutions.com
- Phone
- 757-645-9252
- SEC file
- 801-121914
- Founded
- 2014
- Structure
- Virginia corporation
- Fiscal year end
- December
Dominguez Wealth Management Solutions uses Charles Schwab ($203M) as custodian for its separately managed accounts. Dominguez Wealth Management Solutions does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $203M100%
At year end, Dominguez Wealth Management Solutions’ separately managed accounts were mostly in funds (61%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $181M across 75 positions; the largest are Vanguard Index Fds (16.2%), Apple Inc. (11.5%) and First TR Exchng Traded FD VI (8.3%).
What the accounts hold
- Stocks32%
- Funds61%
- Registered funds60%
- Pooled vehicles1%
- Cash7%
Reported 13F holdings
- $181M
- Reported 13F value
- 75
- Positions
- 65.7%
- In the 10 largest
- +10.0%
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF16.2%
- Apple Inc.11.5%
- First TR Exchng Traded FD VI · Smith Opport Fxd8.3%
- iShares TR · 0-3 Mth Treasury7.9%
- Invesco Exch Traded FD TR II · S&P500 Low Vol7.0%
- Innovator ETFS Trust · Defined Wlt Shld5.1%
- Johnson & Johnson3.2%
- iShares TR · Eafe Grwth ETF2.8%
- First TR Exchange-traded FD · Fst Low Oppt Eft1.9%
- iShares TR · MSCI Emg Mkt ETF1.8%
Together, the ten largest are 65.7% of reported value.
How many clients does Dominguez Wealth Management Solutions have?
Dominguez Wealth Management Solutions has 192 clients and manages $213 million for them, as of March 2026. They include 123 individual clients and 69 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Dominguez Wealth Management Solutions offer?
Dominguez Wealth Management Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Dominguez Wealth Management Solutions use?
Dominguez Wealth Management Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $203M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Dominguez Wealth Management Solutions have?
Dominguez Wealth Management Solutions has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dominguez Wealth Management Solutions invest in?
At the end of its last fiscal year, Dominguez Wealth Management Solutions’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dominguez Wealth Management Solutions?
Dominguez Wealth Management Solutions’ direct owner is Jeffrey Dominguez (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Dominguez Wealth Management Solutions get paid?
Dominguez Wealth Management Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dominguez Wealth Management Solutions?
Dominguez Wealth Management Solutions’ main office is at 304 Bulifants Boulevard, Suite 101, Williamsburg, VA 23188. Its phone number is 757-645-9252. Its website is dominguezwealthsolutions.com.