|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| DWD Portfolio Solutions Inc
✚
|
|
|---|---|
| CRD # | 121435 |
| SEC # | 801-113185 |
| CIK # | |
| AUM | $221.0 M (2025-03-25) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 412-341-6642 |
| Address | 1910 Cochran Rd Pittsburgh, PA 15220 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 140.6 |
| (b) Individuals (high net worth individuals) | 28 | 78.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 749 | 221.0 |
| By Discretionary | ||
| Discretionary | 744 | 219.8 |
| Non-Discretionary | 5 | 1.2 |
| Total | 749 | 221.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 220.4 | |
| Total | 749 | 221.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Braun-Bostich & Associates Inc
✚
|
PA | 0.2 |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 0.2 |
|
Pursue Wealth Partners LLC
✚
|
CA | 0.2 |
|
Pacific Capital Associates Inc
✚
|
CA | 0.2 |
|
Westbourne Investments Inc
✚
|
VA | 0.2 |
|
RM Financial Services LLC
✚
|
ME | 0.2 |
|
Evergreen Private Wealth LLC
✚
|
CO | 0.2 |
|
Dillow Wealth Management LLC
✚
|
IL | 0.2 |
|
Sutterfield Financial Group Inc
✚
|
OK | 0.2 |
|
Conquis Financial LLC
✚
|
CA | 0.2 |