RIA Intel›Advisers›Virginia›DOMINION WEALTH MANAGEMENT, INC.

DOMINION WEALTH MANAGEMENT, INC.

Advisory

N·RESTON, VA

Data as of Jun 11, 2014 · Source: SEC Form ADV

Total AUM

$56M

1-Year AUM Growth

-46.5%

3-Year CAGR

-6.6%

Employees

1

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$27K

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingAug 17, 2005

Latest FilingJun 11, 2014

🔒 Full AUM trend chart and 24 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DOMINION WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.