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| Keyboard |
| DWD Portfolio Solutions Inc
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|---|---|
| CRD # | 121435 |
| SEC # | 801-113185 |
| CIK # | |
| AUM | 248.3 M (2026-03-18) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 412-341-6642 |
| Address | 151 Roessler Rd Pittsburgh, PA 15220 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 162.6 |
| (b) Individuals (high net worth individuals) | 27 | 83.6 |
| (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 | 1.5 |
| (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 | 779 | 248.3 |
| By Discretionary | ||
| Discretionary | 774 | 246.9 |
| Non-Discretionary | 5 | 1.4 |
| Total | 779 | 248.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 247.7 | |
| Total | 779 | 248.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Emergent Wealth Advisors LLC
✚
|
NY | 249.1 M |
|
Evergreen Wealth Management LLC
✚
|
MI | 248.7 M |
|
Michael Brady & Co LLC
✚
|
OH | 248.6 M |
|
Tribeca Financial LLC
✚
|
AZ | 248.3 M |
|
Luedtke & Associates LLC
✚
|
248.2 M | |
|
MLP3 LLC
✚
|
NJ | 248.1 M |
|
Cedar Point Capital Partners LLC
✚
|
IA | 248.1 M |
|
Gramercy Strategic Capital LLC
✚
|
247.9 M | |
|
Focus Wealth Advisors LLC
✚
|
TX | 247.6 M |
|
Nova Wealth Management Inc
✚
|
FL | 247.5 M |