DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
CRD #173083 SEC #801-121914 WILLIAMSBURG, VA 757-645-9252
SEC Registered
Total AUM
$186.6M
Discretionary
$185M
Employees
2
Clients
101
Accounts
603
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $186.6M | $185M | $1.6M | 2 | 3 |
| Jun 2024 | $162.7M | $155M | $7.7M | 2 | 0 |
| Mar 2024 | $162.7M | $155M | $7.7M | 2 | 0 |
| Mar 2023 | $139.3M | $134M | $5.2M | 2 | 2 |
| Jan 2023 | $127.5M | $121.8M | $5.7M | 3 | 2 |
| Mar 2022 | $127.5M | $121.8M | $5.7M | 3 | 2 |
| Oct 2021 | $120.8M | $107.8M | $13M | 3 | 3 |
| Jul 2021 | $120.8M | $107.8M | $13M | 3 | 3 |
| Jul 2021 | $120.8M | $107.8M | $13M | 3 | 3 |
| Jun 2021 | $120.8M | $107.8M | $13M | 3 | 3 |
DateFeb 2025
Total AUM$186.6M
Discretionary$185M
Non-Disc.$1.6M
Employees2
Clients3
DateJun 2024
Total AUM$162.7M
Discretionary$155M
Non-Disc.$7.7M
Employees2
Clients0
DateMar 2024
Total AUM$162.7M
Discretionary$155M
Non-Disc.$7.7M
Employees2
Clients0
DateMar 2023
Total AUM$139.3M
Discretionary$134M
Non-Disc.$5.2M
Employees2
Clients2
DateJan 2023
Total AUM$127.5M
Discretionary$121.8M
Non-Disc.$5.7M
Employees3
Clients2
DateMar 2022
Total AUM$127.5M
Discretionary$121.8M
Non-Disc.$5.7M
Employees3
Clients2
DateOct 2021
Total AUM$120.8M
Discretionary$107.8M
Non-Disc.$13M
Employees3
Clients3
DateJul 2021
Total AUM$120.8M
Discretionary$107.8M
Non-Disc.$13M
Employees3
Clients3
DateJul 2021
Total AUM$120.8M
Discretionary$107.8M
Non-Disc.$13M
Employees3
Clients3
DateJun 2021
Total AUM$120.8M
Discretionary$107.8M
Non-Disc.$13M
Employees3
Clients3