DWD PORTFOLIO SOLUTIONS, INC.
SEC RegisteredHelping you put the pieces of your financial life together
About the firm
DWD Portfolios is an investment advisory firm based in Pittsburgh, PA that helps individuals, families, retirees, and institutional clients with financial planning and wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning for individuals and families, guiding retirees through the transition from savings to retirement income, advising clients through wealth-changing events, and partnering with corporations and non-profits in fulfilling their fiduciary duties.
Who they serve
Individuals and families, retirees, those experiencing wealth-changing events, and institutional clients including corporations and non-profits.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 289 | $163M |
| High Net Worth Individuals | 27 | $84M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.80% |
| $2,000,001 - $3,000,000 | 0.70% |
| $3,000,001 - $4,000,000 | 0.60% |
| Over $4,000,000 | 0.00% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DWD PORTFOLIO SOLUTIONS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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