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DW INVESTMENT SOLUTIONS, INC.

CRD 150471 · SEC 801-136562

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$111.4M

Discretionary AUM

$111.4M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-18

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals113$86.6M
High net worth individuals46$24.8M

Official SEC filing: View on IAPD