D
CRD: 173083
Dominguez Wealth Management Solutions, Inc.
$213.1M Total AUM
$213.1M Disc. AUM
15.7% 3Y CAGR
2 Employees
197 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalBridge vital +more
- Established Date
- 10-07-2014
- Office Locations
- 1
Office Locations
304 Bulifants Boulevard Suite 101 Williamsburg VA
About Dominguez Wealth Management Solutions, Inc.
Dominguez Wealth Management Solutions is an independent, SEC-registered fiduciary RIA (founded 2014) providing holistic wealth management—financial planning, cash-flow, tax, investment, estate, and insurance coordination—for individuals, families, business owners, and federal employees nationwide. The firm emphasizes federal retirement transition planning and builds diversified portfolios using ETFs and mutual funds, with custody at Schwab.
Team overview
39 AVG AGE
$106.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Upgrade to reveal position-level detail across optima matrix.
Unlock to compare peer behavior around pioneer radial.
Unlock to see real insight on summit delta unison.
See the complete signal summary connected to focus.
Full visibility includes strategy notes for wave oak.
Upgrade to reveal position-level detail across value vector.
Request access to benchmark trends tied to atlas.
Unlock to compare peer behavior around eagle eagle.
Asset Classes
Catalyst matrix Matrix North optima
Client Personas
Element Peak foundation
Custodian
Peak prime Foundation North North
Investment Themes
Value Unison Foundation
Investment Vehicles
Zenith harbor
Platform
Momentum
Services
Catalyst vital Momentum focus Vertex timber Pioneer beacon Catalyst Unison Oak Element Glacier
Technology
Vector Ridge Optima pioneer
Owner & Executives
JEFFREY PAUL DOMINGUEZ
Chief Compliance Officer, President
- CRD
- #5483499
- Ownership
- 75% or more
(499) 325-8322
pioneer.frontier@focuscapital.com
in linkedin.com/in/legacy-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
S
Shaobo Li
Analyst
- CRD
- #7037407
(548) 792-9604
legacy.value@quantumcapital.com
in linkedin.com/in/signal-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,124,091 | $323,405 |
| Non-Discretionary | $0 | -- |
| Total | $213,124,091 | $323,405 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $213,124,091
Public Funds:
19.3% Equity - Exchange:
26.2% Cash:
21.5% Private Funds:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $629,263,507 | 19.3% |
| Equity - Exchange | $854,233,362 | 26.2% |
| Cash | $700,993,026 | 21.5% |
| Private Funds | $1,075,942,784 | 33.0% |
| Total | $3,260,432,679 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ZENITH | PEAK FRONTIER | SPEC7Y2R4 | VYRX | 0.87% | $77,655,636 |
| INSIGHT QUANTUM | EMBER FUSION | 7PUJ224EP | CETE | 1.00% | $8,151,721 |
| TIMBER MOMENTUM | VALUE ELEMENT | C9WRDBUXN | SGLU | 11.07% | $67,127,649 |
| VALUE GLACIER VECTOR | PATHWAY INSIGHT | 4HYD2RP5V | TRVG | 2.30% | $53,385,713 |
| SUMMIT EMBER | WAVE FOUNDATION | 2OB72SYXJ | LZQDV | 2.12% | $46,126,480 |
| FOCUS ALPHA MERIDIAN | FOUNDATION BRIDGE | 909Z3S6G0 | KDIZJ | 5.41% | $104,016,161 |
| ELEMENT INSIGHT NORTH | SIGNAL CREST | FVVQDXN2O | UUPJF | 8.29% | $27,451,168 |
| VERTEX EAGLE | VITAL SIGNAL | HB4VEY9ZU | UGFMF | 4.43% | $9,438,917 |