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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DALESANDRO, SAM, CICERO | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| DEVLIN, MARIACARLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| DEVLIN, MARIA, CARLA | I | PRESIDENT | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | C | Control |
| BONIFACE, RAYMOND, JOHN | I | OWNER | B | |
| DYER, JACK, ROBERT | I | OWNER | B | |
| STEELE, PHYLLIS, MARIE | I | OWNER | B | |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | B | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | B | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | B | Control |
| WOERNER, KEITH, ALAN | I | EXECUTIVE V.P. & GENERAL COUNSEL | B | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (9)
FL MD NC NJ OH PA TX VA WV
Address
1910 COCHRAN RDMANOR OAK TWO, SUITE 103
PITTSBURGH, PA 15220
United States
Phone: 412-341-6642