DS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M
Fee Structure
This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.
Areas of Practice
Investment Management
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Advisor Information
Office location
Lafayette, LA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dominick owns DCS Brokerage, LLC, established in March 2023, and sells insurance and annuity products. This takes about half of his time, with most of the work occurring during trading hours, and he recommends these products when suitable for clients' financial situations.
Employment History
Current Registrations
Familywealth
March 2025 - Present · 10 mos
State Registrations3 states
ARLATX
Advisor
Exams
No exam information available for this advisor.