RIA Intel›Advisers›North Carolina›DOMINION WEALTH MANAGEMENT, LLC

DOMINION WEALTH MANAGEMENT, LLC

Advisory

WILMINGTON, NC

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in NC
#488
of 516 advisers by AUM
Average account
$255K
across 235 accounts
AUM per adviser
$20M
3 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM
$60M
Discretionary %
100%
Clients
144
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients144
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

CAMERON ADVISORS, LLC
$60M
CHRIS C CRENSHAW FINANCIAL SERVICES, LLC
DURHAM, NC
$60M
+4.7% 1Y
FORTITUDE FINANCIAL PLANNING LLC
$60M
OLIN RON INVESTMENT MANAGEMENT CO
ASHEVILLE, NC
$59M
-20.9% 1Y
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC
HOLLY SPRINGS, NC
$59M
AXIOM PRIVATE WEALTH, LLC
CHARLOTTE, NC
$59M

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