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DWD PORTFOLIO SOLUTIONS, INC.
CRD 121435 · SEC 801-113185
151 ROESSLER RD, SUITE 103, PITTSBURGH, PA, 15220, United States
Phone
412-341-6642
Fax
412-341-7091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.3M
Discretionary AUM
$246.9M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $162.6M |
| High net worth individuals | 27 | $83.6M |
States served
MD, NJ, NC, OH, PA, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD