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| Keyboard |
| Disciplined Portfolio Solutions LLC
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|---|---|
| CRD # | 160072 |
| SEC # | 801-74471 |
| CIK # | |
| AUM | 230.7 M (2026-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 631-486-9200 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 8.1 |
| (b) Individuals (high net worth individuals) | 33 | 192.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 29.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 230.7 |
| By Discretionary | ||
| Discretionary | 2 | 31.9 |
| Non-Discretionary | 57 | 198.9 |
| Total | 59 | 230.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.7 | |
| Total | 59 | 230.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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✚
|
PA | 231.6 M |
|
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231.4 M | |
|
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CO | 231.3 M |
|
Wharton Midmarket Investment Advisors Inc
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|
Sachem Investment Counsel LLC
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|
Draper Asset Management LLC
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|
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|
Redwood Investment Group Inc
✚
|
CA | 230.3 M |
|
Woodfield Financial Advisors Inc
✚
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IL | 230.1 M |
|
Grantvest Financial Group LLC
✚
|
NJ | 230.0 M |
|
Tableaux LLC
✚
|
MA | 229.7 M |