Overview
Assets Under Management: $208 million
Headquarters: GROSSE POINTE FARMS, MI
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Frequently Asked Questions
DWP 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 #121841), DWP is subject to fiduciary duty under federal law.
DWP is headquartered in GROSSE POINTE FARMS, MI.
DWP serves 27 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, DWP offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DWP manages $208 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, DWP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 333
Discretionary Accounts: 333
Regulatory Filings
CRD Number: 121841
Filing ID: 2056877
Last Filing Date: 2026-02-20 13:50:56