DWD Portfolio Solutions, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$248M

Discretionary

$247M

99% of AUM

Avg account

$319K

Accounts

779

Employees

6

Advisory reps

5

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 121435
Registered since: May 7, 2018
Website: www.dwdportfolios.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals65.48%
HNWI33.68%
Pension & Profit Sharing Plans0.6%
Corporations / Businesses0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

DWD Portfolio Solutions, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2018. The firm serves individual and family clients and bills primarily as a percentage of assets under management, with hourly charges as a secondary fee option. Core service lines listed on its ADV include financial planning and portfolio management for individuals, small businesses, and institutional/business clients, as well as pension consulting services. The firm is owned by an individual principal and does not identify itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds69%
Exchange Traded Equities26%
Cash & Cash Equivalents4%
US Government Bonds1%

Owners & executives

2 of 2

Sam Dalesandro
Chief Executive OfficerCRD 2924782
Maria Devlin
President, Chief Investment OfficerCRD 2150928

Contacts

3 of 3

Sara Morrison
ParaplannerCRD 8253510
Keith Woerner
Executive Vice President & General CounselCRD 2753123
Francis Schuler
Investment Advisor RepresentativeCRD 1458851

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area: Pittsburgh-New Castle-Weirton, PA-OH-WV
Region: Northeast
County: Allegheny
Address: 151 Roessler Rd
Time zone: ET (UTC-5)
Office locations

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