DOMINION WEALTH MANAGEMENT, LLC

DOMINION WEALTH MANAGEMENT, LLC of WILMINGTON, NC is an SEC-registered investment adviser (CRD 315417). Regulatory assets under management: $60.0M.

Registration

• CRD: 315417
• Type: Registered investment adviser
• Location: 4014 OLEANDER DR., WILMINGTON, NC, 28403
• Phone: 910-625-8595
• Latest filing: 2026-05-13
• Regulatory AUM: $60.0M
• Discretionary AUM: $60.0M
• Clients: 3
• Accounts: 235

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315417 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search