Dwd Portfolio Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 18, 2026, reports $248M in regulatory assets under management, 6 employees, and 779 accounts.
Assets Under Management
$248M
Employees
6
Offices
--
Total Clients
316
Primary office
PITTSBURGH, PA
151 ROESSLER RD, SUITE 103, PITTSBURGH, PA, United States
Top client segmentIndividuals represent 91.5% of total clients.
Top client categories% of clientsClients
1
Individuals
91.5%
289
2
HNWI
8.5%
27
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$248Mas of March 18, 2026
Discretionary99.4%
$247M
99% of total RAUM99.4%
Non-discretionary0.6%
$1M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$248M
Total Accounts779
10Y AUM Change+$142M (+134.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee53:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.