Dw Investment Solutions, Inc.
● SEC registered since 2026CRD 150471SEC# 801-136562
Reg. AUM
$111.4M
Employees
3
Accounts
113
Location
—
Dw Investment Solutions, Inc. assets under management
Dw Investment Solutions, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $111.4 million in regulatory assets under management and employs 3 people.
Dw Investment Solutions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christie Marie Rooney Control | Treasurer | Under 5% | 2022 |
| Linda Dianne Walker Control | President/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Dw Investment Solutions, Inc. manage?
Dw Investment Solutions, Inc. reports $111.4 million in regulatory assets under management on its Form ADV.
How many employees does Dw Investment Solutions, Inc. have?
Dw Investment Solutions, Inc. reports 3 employees.
Does Dw Investment Solutions, Inc. disclose fund performance?
Dw Investment Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 509-924-6526 |
| Fax | 509-924-6526 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.4MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$111.4Mregulatory AUM
Discretionary $111.4M