DWD PORTFOLIO SOLUTIONS, INC.
CRD #121435 SEC #801-113185 PITTSBURGH, PA 412-341-6642
SEC Registered
Total AUM
$221M
Discretionary
$219.8M
Employees
5
Clients
101
Accounts
749
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $221M | $219.8M | $1.2M | 5 | 0 |
| Mar 2024 | $186.2M | $185.1M | $1.1M | 5 | 0 |
| Mar 2023 | $164.1M | $162.6M | $1.5M | 6 | 0 |
| Jun 2022 | $186.8M | $185.8M | $948.5K | 6 | 0 |
| Mar 2022 | $186.8M | $185.8M | $948.5K | 6 | 0 |
| Apr 2021 | $179.4M | $177.3M | $2.1M | 5 | 0 |
| Mar 2021 | $179.4M | $177.3M | $2.1M | 5 | 0 |
| Jun 2020 | $130.9M | $127.3M | $3.6M | 5 | 0 |
| Feb 2020 | $130.9M | $127.3M | $3.6M | 5 | 0 |
| Jul 2019 | $111.5M | $102.5M | $9.1M | 5 | 10 |
| Mar 2019 | $111.5M | $102.5M | $9.1M | 5 | 10 |
| Jul 2018 | $106.1M | $74.4M | $31.7M | 5 | 1 |
| May 2018 | $106.1M | $74.4M | $31.7M | 5 | 1 |
| Apr 2018 | $106.1M | $74.4M | $31.7M | 5 | 1 |
| Feb 2008 | $36.9M | $8M | $28.9M | 5 | -- |
DateMar 2025
Total AUM$221M
Discretionary$219.8M
Non-Disc.$1.2M
Employees5
Clients0
DateMar 2024
Total AUM$186.2M
Discretionary$185.1M
Non-Disc.$1.1M
Employees5
Clients0
DateMar 2023
Total AUM$164.1M
Discretionary$162.6M
Non-Disc.$1.5M
Employees6
Clients0
DateJun 2022
Total AUM$186.8M
Discretionary$185.8M
Non-Disc.$948.5K
Employees6
Clients0
DateMar 2022
Total AUM$186.8M
Discretionary$185.8M
Non-Disc.$948.5K
Employees6
Clients0
DateApr 2021
Total AUM$179.4M
Discretionary$177.3M
Non-Disc.$2.1M
Employees5
Clients0
DateMar 2021
Total AUM$179.4M
Discretionary$177.3M
Non-Disc.$2.1M
Employees5
Clients0
DateJun 2020
Total AUM$130.9M
Discretionary$127.3M
Non-Disc.$3.6M
Employees5
Clients0
DateFeb 2020
Total AUM$130.9M
Discretionary$127.3M
Non-Disc.$3.6M
Employees5
Clients0
DateJul 2019
Total AUM$111.5M
Discretionary$102.5M
Non-Disc.$9.1M
Employees5
Clients10
DateMar 2019
Total AUM$111.5M
Discretionary$102.5M
Non-Disc.$9.1M
Employees5
Clients10
DateJul 2018
Total AUM$106.1M
Discretionary$74.4M
Non-Disc.$31.7M
Employees5
Clients1
DateMay 2018
Total AUM$106.1M
Discretionary$74.4M
Non-Disc.$31.7M
Employees5
Clients1
DateApr 2018
Total AUM$106.1M
Discretionary$74.4M
Non-Disc.$31.7M
Employees5
Clients1
DateFeb 2008
Total AUM$36.9M
Discretionary$8M
Non-Disc.$28.9M
Employees5
Clients--