# Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions is a RIA based in Williamsburg.

## Overview

- **Organization type:** RIA
- **Headquarters:** Williamsburg
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** dominguezwealthsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/dominguez-wealth-management-solutions

## Regulatory record

- **CRD number:** 173083
- **SEC file number:** 801-121914
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173083

## About

Dominguez Wealth Management Solutions is a team of experts in wealth management that works across the country for its clientele. As experienced fiduciaries and an SEC Registered Investment Advisor (RIA), the firm connects clients' goals with financial planning, investment, and tax strategies. Founded in 2014 and based in Williamsburg, VA, it serves individuals and families, federal employees, and business owners.

## People

- Jeff Dominguez — Chief Executive Officer (founder and CEO)
- Sarah Li — Sr Investment Analyst & Tax Consultant
- Pat Randolph — Client Support Specialist
- Katherine Lafuze — Tax & Planning Associate

## Questions

### Who runs investment decisions at Dominguez Wealth Management Solutions?

Public filings and press coverage do not name specific principals. The firm is registered with the SEC as an investment advisor, meaning at least one individual holds a Form ADV. No IARD records are publicly linked to this corporate name as of 2025.

### Where does the underlying client wealth come from?

Not disclosed. As an RIA serving multiple clients, wealth origin is specific to each client. No single family or corporate foundation is publicly associated with the firm.

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Last updated: 2026-08-11T15:06:35.052Z

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