Dominion Capital Wealth Advisors
Dominion Capital Wealth Advisors (CRD# 174030) is a financial advisory firm headquartered in Norfolk, VA. They manage $19,350,000 in 134 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts134ACCOUNTS
Average Account Value$144,403
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Jennifer Morelen (CRD# 5361875) is an Investment Advisor Representative working at Dominion Capital Wealth Advisors in Norfolk, VA and has over 9 years of experience in the finance industry.
William Roach (CRD# 4414814) is an Investment Advisor Representative working at Dominion Capital Wealth Advisors in Norfolk, VA and has over 15 years of experience in the finance industry.