Data / Investment advisers / Pennsylvania / DWD Portfolio Solutions, Inc.
DWD Portfolio Solutions, Inc., Pittsburgh, PA: $248 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
DWD Portfolio Solutions, Inc. is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $248 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch DWD Portfolio Solutions, Inc. (CRD number 121435): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 121435
- SEC file number
- 801-113185
- SEC status
- Approved, effective May 7, 2018
- Main office
- 151 Roessler Rd Suite 103, Pittsburgh, PA 15220
- Phone
- (412) 341-6642
- Website
- dwdportfolios.com
- Regulatory AUM
- $248,319,994 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $246,928,002
- Non discretionary AUM
- $1,391,992
- Accounts
- 779
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 289 | $162.6 million |
| High net worth individuals | 27 | $83.6 million |
| Pension and profit sharing plans | Fewer than 5 | $1.5 million |
| Corporations or other businesses | Fewer than 5 | $579,386 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $248.3 million | March 18, 2026 |
| December 1, 2025 | $221 million | March 25, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vista Investment Management, LLC | Pittsburgh | $323.9 million | Not listed | adviserinfo.sec.gov |
| WMS Wealth Planners | Pittsburgh | $314.7 million | Not listed | adviserinfo.sec.gov |
| Chronometer Partners LP | Pittsburgh | $308.4 million | Not listed | adviserinfo.sec.gov |
| Kailasa Capital Management LLC | Pittsburgh | $298.3 million | 1 | adviserinfo.sec.gov |
| Steel Tower Investments | Pittsburgh | $258.7 million | Not listed | adviserinfo.sec.gov |
| Kapusta Financial Group | Pittsburgh | $199.6 million | Not listed | adviserinfo.sec.gov |
| Oak Tree Investment Advisors | Pittsburgh | $192.2 million | Not listed | adviserinfo.sec.gov |
| Marathon Strategic Advisors, LLC | Pittsburgh | $182.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- DWD Portfolio Solutions, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.