GROSSE POINTE FARMS, MICRD 121841Latest ADV February 20, 2026
Dwp is an SEC registered investment adviser organized as a corporation with a primary office location in Grosse Pointe Farms, MI. Its latest Form ADV filing, dated February 20, 2026, reports $208M in regulatory assets under management, 6 employees, and 333 accounts.
Assets Under Management
$208M
Employees
6
Offices
--
Total Clients
136
Primary office
GROSSE POINTE FARMS, MI
90 KERCHEVAL AVENUE, GROSSE POINTE FARMS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.7% of total clients.
Top client categories% of clientsClients
1
Individuals
78.7%
107
2
HNWI
19.9%
27
3
Charitable
0.7%
1
4
Insurance Cos.
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of February 20, 2026
Discretionary100.0%
$208M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$208M
Total Accounts333
10Y AUM Change+$54M (+35.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change-2 (-25.0%)
* 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.