A complete list of active advisors currently associated with Dominion Wealth Management, LLC
Warmer can help you find a great advisor at Dominion Wealth Management, LLC or one who fits your needs even better.
Dominion Wealth Management is a supported advisory firm managing approximately $59.97 million for about 144 clients through three advisors. It provides discretionary investment management exclusively on a wrap‑fee basis, offering portfolio evaluation, strategic asset allocation, security selection, ongoing monitoring, and basic financial planning services included in its asset‑based fee. The firm’s investment process uses quantitative and computer‑based methods (including optimization and risk/return modeling), supplemented by third‑party research and software, and may allocate client assets to vetted third‑party money managers. Portfolios can include mutual funds, ETFs, individual equities, fixed income, REITs, private placements, options (e.g., covered calls), and, in limited instances, leverage; accounts are reviewed at least annually or more frequently for material changes. Distinctive features disclosed in the brochure include operating solely as a wrap fee program sponsor and requiring clients’ custodial arrangements with a national custodian (and participation in that custodian’s institutional programs), an ownership relationship with local accounting firms, and advisory personnel who are licensed insurance agents—each noted as potential conflicts of interest the firm discloses while stating clients are not required to use affiliated services. The brochure also explains that Dominion Wealth bills for and passes through any third‑party manager fees in addition to its wrap fee, which can produce layered costs compared with separate, non‑wrap arrangements.
To learn more about the advisors currently working at Dominion Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, NC
| 12
| |
Wilmington, NC
| 6
| |
Wilmington, NC
| 27
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)