SEC Form ADV

DWD PORTFOLIO SOLUTIONS, INC.

Registered Investment AdviserPA
$248.3M
Assets Under Management
779
Total Clients
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Registration Details

Accession
CRD-121435
Location
PITTSBURGH, PA
Filing Date
March 18, 2026
AUM
$248.3M
Total Clients
779
Amendment
No

About this Adviser

DWD PORTFOLIO SOLUTIONS, INC. is a registered investment adviser headquartered in PITTSBURGH, PA, managing approximately $248.3M in assets across 779 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.