{
  "crd_number": 121435,
  "slug": "dwd-portfolio-solutions-inc-pittsburgh-pa-121435",
  "primary_business_name": "DWD PORTFOLIO SOLUTIONS, INC.",
  "legal_name": "DWD PORTFOLIO SOLUTIONS, INC.",
  "dbas": [],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-07",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 248319994.0,
  "raum_discretionary": 246928002.0,
  "raum_non_discretionary": 1391992.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 162612325.0,
      "count": 289
    },
    "pension_profit_sharing": {
      "raum": 1486494.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 83641789.0,
      "count": 27
    },
    "corporations_other_businesses": {
      "raum": 579386.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MD",
    "NC",
    "NJ",
    "OH",
    "PA",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://dwdportfolios.com",
    "https://facebook.com/profile.php?id=100087606705382",
    "https://instagram.com/dwdportfoliosolutions",
    "https://linkedin.com/company/dwd-portfolio-solutions"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121435",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/dwd-portfolio-solutions-inc-pittsburgh-pa-121435",
  "display_name": "DWD Portfolio Solutions, Inc.",
  "summary": "DWD Portfolio Solutions, Inc. is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. DWD Portfolio Solutions, Inc. (CRD 121435): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is DWD Portfolio Solutions, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), DWD Portfolio Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does DWD Portfolio Solutions, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $200 an hour (Financial Planning services); Hourly rate: up to $200 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is DWD Portfolio Solutions, Inc. located?",
      "a": "DWD Portfolio Solutions, Inc.'s principal office is in Pittsburgh, PA, according to its Form ADV."
    },
    {
      "q": "Is DWD Portfolio Solutions, Inc. registered with the SEC or a state?",
      "a": "DWD Portfolio Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 121435."
    },
    {
      "q": "How much does DWD Portfolio Solutions, Inc. manage?",
      "a": "DWD Portfolio Solutions, Inc. reports $248,319,994 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary)."
    },
    {
      "q": "How have DWD Portfolio Solutions, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for DWD Portfolio Solutions, Inc.: Regulatory assets under management: $179,427,517 in the October 2021 data and $248,319,994 in the October 2026 data, up 38%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does DWD Portfolio Solutions, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (289); high net worth individuals (27)."
    },
    {
      "q": "Which custodians does DWD Portfolio Solutions, Inc. use?",
      "a": "DWD Portfolio Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does DWD Portfolio Solutions, Inc. report any disciplinary disclosures?",
      "a": "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/121435"
    },
    {
      "q": "What changed in DWD Portfolio Solutions, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $221,044,420 to $248,319,994 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 179427517.0,
      "total_employees": 5,
      "filing_date": "2021-04-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 186787114.0,
      "total_employees": 6,
      "filing_date": "2022-06-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 164051551.0,
      "total_employees": 6,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186223167.0,
      "total_employees": 5,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 221044420.0,
      "total_employees": 5,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 248319994.0,
      "total_employees": 6,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $221,044,420 to $248,319,994 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (Financial Planning services)",
      "Hourly rate: up to $200 an hour"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (Financial Planning services)"
        ],
        "quotes": [
          "The typical cost of these services is $200 per hour. This cost is negotiable and depends on the scope and complexity of the plan"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $200 an hour"
        ],
        "quotes": [
          "This negotiable rate would normally not exceed $200 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 200.0,
          "period": "hour",
          "service": "services"
        }
      ]
    },
    "quotes": [
      "The typical cost of these services is $200 per hour. This cost is negotiable and depends on the scope and complexity of the plan",
      "This negotiable rate would normally not exceed $200 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/dwd-portfolio-solutions-inc-pittsburgh-pa-121435.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 289,
      "fewer_than_5": false,
      "raum": 162612325.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 83641789.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1486494.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 579386.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121435",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}