Investment adviser · CRD 136553

DOMINION WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

RESTON, VA, United States · Form ADV filed Jun 11, 2014

Regulatory AUM
$56.1M
Form ADV · Item 5.F
Client accounts
544
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 11, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

11710 PLAZA AMERICA DRIVE, SUITE 2000
RESTON, VA, 20190, United States

CRD 136553

Filing source

Form ADV 829179 · Jun 11, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.