# DWT Financial Services

> DWT Financial Services is a state-registered investment advisory firm in Cumberland, MD, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated January 31, 2026.

- CRD: 139623
- Filed as: DWT FINANCIAL SERVICES
- Legal name: DWT Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cumberland, MD
- Filing period: October 2026
- Form ADV filing dated: January 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139623
- AdvisorCensus page: https://advisorcensus.com/firm/dwt-financial-services-cumberland-md-139623

## Quick answers

**How is DWT Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), DWT Financial Services reports these compensation arrangements: other.

**Where is DWT Financial Services located?**
DWT Financial Services' principal office is in Cumberland, MD, according to its Form ADV.

**Is DWT Financial Services registered with the SEC or a state?**
DWT Financial Services is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139623.

**Does DWT Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139623

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DWT Financial Services (CRD 139623): Form ADV filing data as of October 2026.