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Patrick Gerard Schultz

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.·WILLIAMSBURG, Virginia
Clean recordDOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
304 BULIFANTS BOULEVARD, WILLIAMSBURG, VA 23188CRD# 4926144Firm CRD# 173083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Gerard Schultz · WILLIAMSBURG, VA
Registration
CRD #4926144 · DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Gerard Schultz is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
AUM
$163M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4926144
Firm CRD# 173083
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Gerard Schultz offer?
Patrick Gerard Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.
What are Patrick Gerard Schultz's credentials?
Patrick Gerard Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Gerard Schultz located?
Patrick Gerard Schultz is based in WILLIAMSBURG, Virginia, working with DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.
How does Patrick Gerard Schultz charge for services?
Patrick Gerard Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.?
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. has approximately 2 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

Jeffrey Paul Dominguez
WILLIAMSBURG, VA

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