CRD: 315417
Dominion Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2021
- Office Locations
- 2
Office Locations
About Dominion Wealth Management, LLC
Dominion Wealth Management, LLC is a North Carolina RIA providing retirement planning, financial planning, and ongoing wealth management for individuals and families, including business owners and entrepreneurs. Portfolios are built primarily with public funds and ETFs, with insurance/annuity solutions when appropriate. The firm custodies with Charles Schwab and supports held-away retirement assets via Pontera.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALAN WESLEY THOMPSON
CPA, Managing Member, Owner
- CRD
- #3241226
- Ownership
- 75% or more
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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GREGORY SCOTT ADAMS
CPA, Owner
- CRD
- #3236876
Steven Michael Goodman
Chairman - Emeritus
- CRD
- #6627566
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,973,738 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,973,738 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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