DWD PORTFOLIO SOLUTIONS, INC.
SEC Form ADV profile.
Total regulatory AUM
$248,319,994
Discretionary
$246,928,002
Non-discretionary
$1,391,992
Firm details
- CRD number
- 121435
- SEC file number
- 801-113185
- Main office
- PITTSBURGH, PA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.DWDPORTFOLIOS.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.