$107.5M Total AUM
$107.5M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2010
- Office Locations
- 1
Office Locations
7320 N Dreamy Draw Drive Suite 130 Phoenix AZ
About Domask Wealth Management, LLC
Domask Wealth Management, LLC is a Phoenix-based, single-advisor RIA serving retail clients, including business owners. The firm provides financial planning, tax and estate planning support, and portfolio construction/asset management with an asset-allocation and risk-management approach, primarily using mutual funds and ETFs (including Dimensional strategies). Custody is with Charles Schwab; the firm uses Advyzon.
Team overview
-- AVG AGE
$107.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
DEAN DOUGLAS DOMASK
Chief Compliance Officer, Client Advisor
- CRD
- #2938547
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,500,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,500,725 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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