Dwd Portfolio Solutions, Inc.
Dwd Portfolio Solutions, Inc. is an SEC-registered mass-market adviser in Pittsburgh, PA with $248.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Dwd Portfolio Solutions, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121435, SEC 801-113185, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $248.3M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Pittsburgh, PA
- Employees
- 6
- Clients
- 316
- CRD
- 121435
- Ownership
- DYER, JACK, ROBERT; STEELE, PHYLLIS, MARIE; DALESANDRO, SAM, CICERO; DEVLIN, MARIACARLA; BONIFACE, RAYMOND, JOHN
How much AUM does Dwd Portfolio Solutions, Inc. have?
Dwd Portfolio Solutions, Inc. reported $248.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Dwd Portfolio Solutions, Inc.?
Disclosed owners and executives of Dwd Portfolio Solutions, Inc. include DYER, JACK, ROBERT, STEELE, PHYLLIS, MARIE, DALESANDRO, SAM, CICERO, DEVLIN, MARIACARLA, BONIFACE, RAYMOND, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.