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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $144,403
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Dominion Capital Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer L. Morelen
CRD#: 5361875
711 West 21st Street, Suite 106, Norfolk, VA 23517
93
Wealthminder
score

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.

2
William T. Roach
CRD#: 4414814
711 West 21st Street, Suite 106, Norfolk, VA 23517
93
Wealthminder
score

William Roach (CRD# 4414814) is an Investment Advisor Representative working at Dominion Capital Wealth Advisors in Norfolk, VA and has over 14 years of experience in the finance industry.

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