# DWD Portfolio Solutions

DWD Portfolio Solutions is a Bank / Wealth / Trust based in Pittsburgh, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pittsburgh, United States
- **Region:** North America
- **Address:** Pittsburgh, PA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** dwdportfolios.com
- **LinkedIn:** https://www.linkedin.com/company/dwd-portfolio-solutions

## Regulatory record

- **CRD number:** 121435
- **SEC file number:** 801-113185
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121435

## About

DWD Portfolio Solutions was established in 1994. It operates as a wealth manager and registered investment adviser in Pittsburgh, Pennsylvania. The firm supplies investment advisory services that include financial planning and portfolio management. It serves individuals, high-net-worth individuals, pension plans, and corporations. No additional offices or team size details are recorded. No dated operational events from the last 24 months appear in available records.

## Sectors

- Wealth Management

## Questions

### Who does DWD Portfolio Solutions advise?

The firm advises individuals, high-net-worth individuals, pension plans, and corporations.

### What services does DWD Portfolio Solutions provide?

It provides investment advisory services that include financial planning and portfolio management.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/dwd-portfolio-solutions

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