Sign in
Create a free account
DOMANI WEALTH, LLC
LANCASTER, PA
717-393-9721
SEC #801-80939Total AUM
$1.3B
Employees
23Clients
942Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1869 CHARTER LANE
SUITE 302
LANCASTER
PA 17601-5879
United States
SUITE 302
LANCASTER
PA 17601-5879
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
717-393-9721
Other Offices
5
Financials
Total AUM
$1.3B
Accounts
3,114Discretionary
$1.3B
Accounts
3,106Non-Discretionary
$15.7M
Accounts
8
Clients
Individual Clients
536AUM
$174.7M
HNW Individual Clients
368AUM
$1B
Pension/Profit Sharing Plan Clients
9AUM
$17.7M
Charitable Organization Clients
15AUM
$95.6M
Corporation or Business Clients
14AUM
$9.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
CACOCTFLMDNCNJNYPASCTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.