# DW Investment Solutions, Inc.

> DW Investment Solutions, Inc. is an SEC-registered investment advisory firm in Spokane Valley, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 150471
- Filed as: DW INVESTMENT SOLUTIONS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane Valley, WA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150471
- AdvisorCensus page: https://advisorcensus.com/firm/dw-investment-solutions-inc-spokane-valley-wa-150471

## Quick answers

**How is DW Investment Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), DW Investment Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does DW Investment Solutions, Inc. charge?**
Its Form ADV Part 2A brochure dated May 22, 2026 states: Hourly rate: $200 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is DW Investment Solutions, Inc. located?**
DW Investment Solutions, Inc.'s principal office is in Spokane Valley, WA, according to its Form ADV.

**Is DW Investment Solutions, Inc. registered with the SEC or a state?**
DW Investment Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 150471.

**How much does DW Investment Solutions, Inc. manage?**
DW Investment Solutions, Inc. reports $111,409,050 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

**What types of clients does DW Investment Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (46).

**Which custodians does DW Investment Solutions, Inc. use?**
DW Investment Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does DW Investment Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150471

**What changed in DW Investment Solutions, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 22, 2026)

- Hourly rate: $200 an hour

> Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- TIAA-CREF Individual & Institutional Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $111,409,050
- Discretionary: $111,409,050
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $86,613,173 |
| High net worth individuals | 46 | $24,795,877 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DW Investment Solutions, Inc. (CRD 150471): Form ADV filing data as of October 2026.