Hedge Fund Database

DOMANI WEALTH, LLC

Adviser information for DOMANI WEALTH, LLC last updated from Form ADV on March 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 23
Investment Advisory/Research 18
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 18
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,106 $1.3B
Non-Discretionary 8 $15.7M
Total 3,114 $1.3B

Clients

Type Number RAUM
Individuals 536 $174.7M
HNW Individuals 368 $1.0B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 9 $17.7M
Charitable organizations 15 $95.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 14 $9.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 61
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesRETIREMENT PLAN ASSETS UNDER ADVISEMENT

Identifiers

SEC RIA File Number 801-80939
SEC ERA File Number 801-80939
SEC CIK Numbers 1634553
SEC CRD Numbers 174303
Legal Entity Identifier None

Principal Office

1869 CHARTER LANE
SUITE 302
LANCASTER
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 717-393-9721, Fax: 1-877-496-2542

Websites

www.facebook.com/domaniwealth/ domaniwealth.com www.linkedin.com/company/domaniwealth/ www.youtube.com/channel/ucps74pegsg7fgxwvarwdbla

Chief Compliance Officer

SCOTT D. MICHAEL
PARTNER
221 W. PHILADELPHIA ST.
SUITE 303
YORK
PA
United States
Tel: 717-846-6214
Fax: 877-496-2542
(Full email address available in API data)

Regulatory Contact

JENNIFER HILL
DIRECTOR OF PRACTICE MANAGEMENT
1869 CHARTER LANE
SUITE 302
LANCASTER
PA
United States
Tel: (717) 393-9721
Fax: (877) 496.2542
(Full email address available in API data)

Industry Affiliates

1492 CAPITAL MANAGEMENT, LLC Other investment adviser, including financial planners
FOUNDERS, LLC Trust company

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HENSLER, JOHN, FRANCIS Individual – PRESIDENT/TREASURER 01/2015 < 5%
MICHAEL, SCOTT, DOUGLAS Individual – CHIEF COMPLIANCE OFFICER 01/2015 < 5%
WILLIAMS, THOMAS, KEITH Individual – CHIEF EXECUTIVE OFFICER 01/2015 < 5%
STEPHENSON, ANGELA, MICHELLE Individual – CHIEF OPERATIONS OFFICER 01/2015 5-10%
POSNER, HENRY Individual – MEMBER OF BOARD OF MANAGERS 01/2015 < 5%
WRIGHT, THOMAS, DAVID Individual – CHAIRMAN OF THE BOARD 01/2015 < 5%
PIETRANDREA, ROBERT, ANTHONY Individual – MEMBER OF BOARD OF MANAGERS 01/2015 < 5%
WRIGHT, THOMAS, DAVID Individual – SECRETARY 01/2015 < 5%
HAWTHORNE WEALTH MANAGEMENT HOLDINGS, LLC Domestic Entity – OWNER 01/2015 > 75%
HAWTHORNE PARTNERS II Domestic Entity HAWTHORNE WEALTH MANAGEMENT HOLDINGS, LLC MANAGING MEMBER 01/2015 > 75%
HJP ACQUISITION, LP Domestic Entity HAWTHORNE WEALTH MANAGEMENT HOLDINGS, LLC GENERAL PARTNER 01/2015
BLAIR OAK INVESTMENTS, LP Domestic Entity HAWTHORNE WEALTH MANAGEMENT HOLDINGS, LLC GENERAL PARTNER 01/2015

No. Employees, Historic

3015020192020202120222023202425 on 6/19/201925 on 8/20/201925 on 10/16/201925 on 11/6/201925 on 12/9/201929 on 3/26/202029 on 6/24/202029 on 6/25/202025 on 3/4/202125 on 3/5/202125 on 5/13/202125 on 6/24/202125 on 6/29/202122 on 3/7/202222 on 3/8/202222 on 11/10/202223 on 3/24/202323 on 3/28/2023

RAUM, Historic

2B1B02019202020212022202320241071554102 on 6/19/20191071554102 on 8/20/20191071554102 on 10/16/20191071554102 on 11/6/20191071554102 on 12/9/20191314233973 on 3/26/20201314233973 on 6/24/20201314233973 on 6/25/20201382457588 on 3/4/20211382457588 on 3/5/20211382457588 on 5/13/20211382457588 on 6/24/20211382457588 on 6/29/20211493264316 on 3/7/20221493264316 on 3/8/20221493264316 on 11/10/20221329486524 on 3/24/20231329486524 on 3/28/2023

No. Clients, Historic

2,0001,0000201920202021202220232024923 on 6/19/2019923 on 8/20/2019923 on 10/16/2019923 on 11/6/2019923 on 12/9/20191040 on 3/26/20201040 on 6/24/20201040 on 6/25/20201009 on 3/4/20211009 on 3/5/20211009 on 5/13/20211009 on 6/24/20211009 on 6/29/20211037 on 3/7/20221037 on 3/8/20221037 on 11/10/2022942 on 3/24/2023942 on 3/28/2023

Holdings

From latest 13F, filed April 18th, 2023 for period ending March 31st, 2023
Name Class Value $USD # Shares Private Fund
Abbott Laboratories COM 339K 3K –
AbbVie Inc. COM 486K 3K –
Accenture PLC A SHS CLASS A 2M 7K –
Alphabet Inc. Class A CAP STK CL A 319K 3K –
Alphabet Inc. Class C CAP STK CL C 796K 8K –
Altria Group Inc. COM 240K 5K –
Amazon Com Inc COM 909K 9K –
American Electric Power Co Inc. COM 722K 8K –
American Express Co. COM 815K 5K –
Ameriprise Financial, Inc. COM 552K 2K –
Apple, Inc. COM 21M 130K –
Ares Capital COM 3M 148K –
Armstrong World Industries Inc COM 441K 6K –
AT&T, Inc. COM 751K 39K –
Berkshire Hathaway B CL B NEW 399K 1K –
Bristol-Myers Squibb Co. COM 513K 7K –
Calamos Strategic Total Return Fund CEF COM SH BEN INT 2M 130K –
Charter Communications Inc., DEl Cl A CL A 303K 847 –
Chevron Corporation COM 1M 7K –
Cisco Systems, Inc. COM 473K 9K –
Comcast Corp Cl A CL A 676K 18K –
Danaher Corp COM 6M 25K –
DCP Midstream LP COM UT LTD PTN 876K 21K –
Deere & Co. COM 227K 550 –
Dentsply Sirona Inc COM 924K 24K –
DFA TA U.S. Core Equity 2 US CORE EQUITY 2 1M 48K –
Discover Financial Services COM 213K 2K –
Duke Energy Corporation COM NEW 371K 4K –
Eaton Vance Enhanced Equity Income II CEF COM 254K 16K –
Eli Lilly & Company COM 532K 2K –
Enterprise Products Partners LP COM 3M 115K –
Exxon Mobil Corporation COM 1M 12K –
First National Community Bancorp Inc COM 191K 31K –
Fortive Corp Com COM 821K 12K –
Fulton Finl Corp. COM 266K 19K –
Global X S&P 500 Catholic Values ETF S&P 500 CATHOLIC 576K 11K –
Intel Corporation COM 233K 7K –
Intl Business Mach Corp. COM 326K 2K –
Invesco Zacks Mid-Cap ETF ZACKS MID CAP 746K 9K –
Ishares Barclays Aggregate Bond ETF CORE US AGGBD ET 1M 15K –
iShares Core MSCI EAFE ETF CORE MSCI EAFE 3M 41K –
iShares MSCI EAFE Growth ETF EAFE GRWTH ETF 4M 46K –
iShares MSCI EAFE Index ETF MSCI EAFE ETF 21M 300K –
iShares MSCI Value Index ETF EAFE VALUE ETF 3M 61K –
iShares Russell 1000 ETF RUS 1000 ETF 14M 61K –
iShares Russell 1000 Growth ETF RUS 1000 GRW ETF 18M 72K –
iShares Russell 1000 Value ETF RUS 1000 VAL ETF 13M 82K –
iShares Russell 2000 ETF RUSSELL 2000 ETF 12M 65K –
iShares Russell 2000 Growth ETF RUS 2000 GRW ETF 2M 8K –
iShares Russell 2000 Value ETF RUS 2000 VAL ETF 1M 7K –
iShares Russell Midcap ETF RUS MID CAP ETF 6M 93K –
iShares Russell Midcap Value ETF RUS MDCP VAL ETF 263K 2K –
iShares S&P 500 ETF CORE S&P500 ETF 7M 18K –
iShares S&P 500 Value Index Fund ETF S&P 500 VAL ETF 1M 9K –
iShares S&P Midcap 400 ETF CORE S&P MCP ETF 19M 77K –
iShares S&P Smallcap ETF CORE S&P SCP ETF 1M 12K –
iShares S&P500 Growth Index ETF S&P 500 GRWT ETF 2M 34K –
Johnson & Johnson COM 2M 16K –
JP Morgan Chase & Co. COM 494K 4K –
JPMorgan Ultra-Short Income ETF ULTRA SHRT INC 20M 394K –
Kinder Morgan Inc Class P COM 491K 28K –
Lam Research Corp COM 207K 390 –
Lowe's Companies Inc COM 665K 3K –
Marsh & Mc Lennan Co Inc COM 556K 3K –
McDonald's Corporation COM 529K 2K –
McKesson, Inc. COM 276K 775 –
Merck & Co., Inc. COM 1M 9K –
Microsoft Corp. COM 3M 12K –
NextEra Energy Inc. COM 767K 10K –
Nvidia Corporation COM 2M 8K –
Oppenheimer Large Cap Revenue ETF S&P 500 REVENUE 326K 4K –
Oracle Corp. COM 413K 4K –
Penske Automotive Group Inc. COM 213K 2K –
Pepsico, Inc. COM 5M 26K –
Pfizer, Inc. COM 230K 6K –
PIMCO Enhanced Short Maturity Active ETF ENHAN SHRT MA AC 2M 19K –
PNC Financial Services Group COM 303K 2K –
PPG Industries Inc. COM 557K 4K –
Procter & Gamble Co. COM 4M 25K –
Public Service Ent Group Inc COM 267K 4K –
Raytheon Technologies Ord COM 790K 8K –
Realty Income Corp. COM 444K 7K –
Schwab Short-Term US Treasury ETF SHT TM US TRES 1M 21K –
Schwab U.S. Large Cap Growth ETF US LCAP GR ETF 550K 8K –
Schwab U.S. Large Cap Value ETF US LCAP VA ETF 376K 6K –
Schwab US Broad Market ETF US BRD MKT ETF 17M 347K –
Schwab US Large-Cap ETF US LRG CAP ETF 15M 306K –
Schwab US Mid-Cap ETF US MID-CAP ETF 1M 16K –
Schwab US Small-Cap ETF US SML CAP ETF 2M 46K –
Southern Company COM 331K 5K –
SPDR Dow Jones Industrial Average ETF UT SER 1 385K 1K –
SPDR MSCI ACWI ex-US ETF MSCI ACWI EXUS 4M 146K –
SPDR S&P 500 ETF TR UNIT 7M 17K –
SPDR S&P Dividend ETF S&P DIVID ETF 3M 20K –
SPDR S&P Regional Banking ETF S&P REGL BKG 421K 10K –
Synopsys Corp COM 1M 3K –
Target Corporation COM 960K 6K –
Tesla Motors Inc COM 390K 2K –
Texas Instruments, Inc. COM 991K 5K –
The Blackstone Group L.P. COM CL A 529K 6K –
The Hershey Company COM 748K 3K –
The Home Depot Inc. COM 208K 705 –
TJX Companies COM 216K 3K –
Tompkins Trust Co. COM 250K 4K –
Union Pacific Corporation COM 297K 1K –
United Health Group COM 2M 3K –
Vanguard Dividend Appreciation Index ETF DIV APP ETF 206K 1K –
Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 37M 696K –
Vanguard Growth ETF GROWTH ETF 267K 1K –
Vanguard Mid-Cap Growth ETF MCAP GR IDXVIP 459K 2K –
Vanguard REIT ETF REAL ESTATE ETF 203K 2K –
Vanguard S&P 500 ETF S&P 500 ETF SHS 92M 246K –
Vanguard Short Term Bond ETF SHORT TRM BOND 285K 4K –
Vanguard Small-Cap Growth ETF SML CP GRW ETF 328K 2K –
Vanguard Total Stock Mkt ETF TOTAL STK MKT 2M 9K –
Vanguard Value ETF VALUE ETF 7M 50K –
Visa, Inc. COM CL A 396K 2K –