# Dominguez Wealth Management Solutions, Inc.

> Dominguez Wealth Management Solutions, Inc. is an SEC-registered investment advisory firm in Williamsburg, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 173083
- Filed as: DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williamsburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173083
- AdvisorCensus page: https://advisorcensus.com/firm/dominguez-wealth-management-solutions-inc-williamsburg-va-173083

## Quick answers

**How is Dominguez Wealth Management Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Dominguez Wealth Management Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Dominguez Wealth Management Solutions, Inc. charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $225 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dominguez Wealth Management Solutions, Inc. located?**
Dominguez Wealth Management Solutions, Inc.'s principal office is in Williamsburg, VA, according to its Form ADV.

**Is Dominguez Wealth Management Solutions, Inc. registered with the SEC or a state?**
Dominguez Wealth Management Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 173083.

**How much does Dominguez Wealth Management Solutions, Inc. manage?**
Dominguez Wealth Management Solutions, Inc. reports $213,124,091 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Dominguez Wealth Management Solutions, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Dominguez Wealth Management Solutions, Inc.: Regulatory assets under management: $120,789,740 in the October 2021 data and $213,124,091 in the October 2026 data, up 76%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dominguez Wealth Management Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (123); high net worth individuals (69).

**Which custodians does Dominguez Wealth Management Solutions, Inc. use?**
Dominguez Wealth Management Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dominguez Wealth Management Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173083

**Does Dominguez Wealth Management Solutions, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "We do not require a minimum account size to open or maintain an account."

**What changed in Dominguez Wealth Management Solutions, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $186,553,574 to $213,124,091 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> We do not require a minimum account size to open or maintain an account.

- Hourly rate: $225 an hour (Consulting Services)

> Our Consulting Services fees are calculated and charged on an hourly basis at a rate of $225 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $213,124,091
- Discretionary: $213,124,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 123 | $44,854,604 |
| High net worth individuals | 69 | $166,330,215 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,417,636 |
| Corporations or other businesses not listed above | Fewer than 5 | $521,636 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NE, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dominguezwealthsolutions.com
- LinkedIn @dominguez-wealth-management-solutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,789,740 | 3 | July 28, 2021 |
| October 2022 | $127,498,854 | 3 | March 31, 2022 |
| October 2023 | $139,281,819 | 2 | March 28, 2023 |
| October 2024 | $162,693,160 | 2 | June 18, 2024 |
| October 2025 | $186,553,574 | 2 | February 20, 2025 |
| October 2026 | $213,124,091 | 2 | March 26, 2026 |

Regulatory assets under management: $120,789,740 in the October 2021 data and $213,124,091 in the October 2026 data, up 76%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $186,553,574 to $213,124,091 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dominguez Wealth Management Solutions, Inc. (CRD 173083): Form ADV filing data as of October 2026.