DOMINION WEALTH MANAGEMENT, INC.
CRD #136553 SEC #801-64650 RESTON, VA 703-673-7999
SEC Registered
Total AUM
$78M
Discretionary
$70M
Employees
1
Clients
101
Accounts
700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2014 | $56.1M | $56.1M | $26.7K | 2 | 26 |
| May 2014 | $56.1M | $56.1M | $26.7K | 2 | 26 |
| Apr 2014 | $56.1M | $56.1M | $26.7K | 2 | 26 |
| Mar 2014 | $56.1M | $56.1M | $26.7K | 2 | 26 |
| Jun 2013 | $105M | $100M | $5M | 4 | 140 |
| Jul 2012 | $78M | $70M | $8M | 1 | 130 |
| Jul 2012 | $78M | $70M | $8M | 1 | 130 |
| May 2012 | $78M | $70M | $8M | 1 | 130 |
| Apr 2012 | $78M | $70M | $8M | 1 | 130 |
| Apr 2012 | $78M | $70M | $8M | 1 | 130 |
| Mar 2012 | $78M | $70M | $8M | 1 | 130 |
| Feb 2012 | $78M | $70M | $8M | 1 | 130 |
| Mar 2011 | $70M | $65M | $5M | 5 | -- |
| Jan 2008 | $55M | $45M | $10M | 5 | -- |
| Mar 2007 | $52M | $34M | $18M | 5 | -- |
| Dec 2005 | $25M | $15.6M | $9.4M | 5 | -- |
| Sep 2005 | $6.1M | $5M | $1.1M | 5 | -- |
DateJun 2014
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$26.7K
Employees2
Clients26
DateMay 2014
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$26.7K
Employees2
Clients26
DateApr 2014
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$26.7K
Employees2
Clients26
DateMar 2014
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$26.7K
Employees2
Clients26
DateJun 2013
Total AUM$105M
Discretionary$100M
Non-Disc.$5M
Employees4
Clients140
DateJul 2012
Total AUM$78M
Discretionary$70M
Non-Disc.$8M
Employees1
Clients130
DateJul 2012
Total AUM$78M
Discretionary$70M
Non-Disc.$8M
Employees1
Clients130
DateMay 2012
Total AUM$78M
Discretionary$70M
Non-Disc.$8M
Employees1
Clients130
DateApr 2012
Total AUM$78M
Discretionary$70M
Non-Disc.$8M
Employees1
Clients130
DateApr 2012
Total AUM$78M
Discretionary$70M
Non-Disc.$8M
Employees1
Clients130
DateMar 2012
Total AUM$78M
Discretionary$70M
Non-Disc.$8M
Employees1
Clients130
DateFeb 2012
Total AUM$78M
Discretionary$70M
Non-Disc.$8M
Employees1
Clients130
DateMar 2011
Total AUM$70M
Discretionary$65M
Non-Disc.$5M
Employees5
Clients--
DateJan 2008
Total AUM$55M
Discretionary$45M
Non-Disc.$10M
Employees5
Clients--
DateMar 2007
Total AUM$52M
Discretionary$34M
Non-Disc.$18M
Employees5
Clients--
DateDec 2005
Total AUM$25M
Discretionary$15.6M
Non-Disc.$9.4M
Employees5
Clients--
DateSep 2005
Total AUM$6.1M
Discretionary$5M
Non-Disc.$1.1M
Employees5
Clients--