Overview
Assets Under Management: $221 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 28
Average Client Assets: $3 million
Frequently Asked Questions
DWD PORTFOLIO SOLUTIONS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121435), DWD PORTFOLIO SOLUTIONS, INC. is subject to fiduciary duty under federal law.
DWD PORTFOLIO SOLUTIONS, INC. is headquartered in PITTSBURGH, PA.
DWD PORTFOLIO SOLUTIONS, INC. serves 28 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, DWD PORTFOLIO SOLUTIONS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DWD PORTFOLIO SOLUTIONS, INC. manages $221 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, DWD PORTFOLIO SOLUTIONS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 749
Discretionary Accounts: 744
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 121435
Filing ID: 1951713
Last Filing Date: 2025-03-25 13:14:00
Website: https://dwdportfolios.com