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Dominion Capital Wealth Advisors

Headquartered in NORFOLK, VA

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Firm Information

Dominion Capital Wealth Advisors is an investment advisor based in New Jersey with 1 licensed agent, 2 investment advisor representatives, 2 registered representatives, and 2 investment advisory functions. The firm manages $54,404,500 in regulatory assets under management for 216 client accounts. Their advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves individuals, with 86 individual clients other than high-net-worth individuals and 17 high-net-worth individuals. They also serve one school client.

Dominion Capital Wealth Advisors

$54.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DOMINION CAPITAL WEALTH ADVISORS has a total of 1 branch locations across the country.
location

NORFOLK, VA

Advisors at Dominion Capital Wealth Advisors

View All 2 Advisors
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William Terrial Roach

RA

NORFOLK, VA

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Jennifer Lee Nelson

RA

NORFOLK, VA

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Disclosures

There are no public disclosures for Dominion Capital Wealth Advisors.

Frequently Asked Questions (7)

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