Dwd Portfolio Solutions, Inc.
● SEC registered since 2018CRD 121435SEC# 801-113185Pittsburgh, PA
Reg. AUM
$248.3M
Employees
6
Accounts
779
Location
Pittsburgh, PA
Dwd Portfolio Solutions, Inc. assets under management
Dwd Portfolio Solutions, Inc. is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 2018. It reports $248.3 million in regulatory assets under management and employs 6 people.
Dwd Portfolio Solutions, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Alan Woerner Control | Executive V.p. & General Counsel | 10-25% | 2018 |
| Maria Carla Devlin Control | President | 25-50% | 1994 |
| Sam Cicero Dalesandro Control | Chief Compliance Officer/Ceo | 50-75% | 2017 |
Frequently asked questions
How much does Dwd Portfolio Solutions, Inc. manage?
Dwd Portfolio Solutions, Inc. reports $248.3 million in regulatory assets under management on its Form ADV.
How many employees does Dwd Portfolio Solutions, Inc. have?
Dwd Portfolio Solutions, Inc. reports 6 employees.
Where is Dwd Portfolio Solutions, Inc. located?
Dwd Portfolio Solutions, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2018.
Does Dwd Portfolio Solutions, Inc. disclose fund performance?
Dwd Portfolio Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 151 Roessler Rd, Suite 103, Pittsburgh, PA 15220 |
| Phone | 412-341-6642 |
| Fax | 412-341-7091 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$248.3M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$248.3Mregulatory AUM
Discretionary $246.9MNon-discretionary $1.4M