Dwd Portfolio Solutions, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 121435
- SEC number
- 801-113185
- Firm type
- RIA
- Assets under management
- $248.3M as of Mar 18, 2026
- Website
- www.dwdportfolios.com ↗
- Phone
- 412-341-6642
- Address
- 151 Roessler Rd, Pittsburgh, PA, 15220
Advisors at this firm
5 in our index · page 1 of 1
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Sam Cicero DalesandroCRD 2924782 · Pittsburgh, PAIA RegisteredBroker
-
Maria Carla DevlinCRD 2150928 · Pittsburgh, PAIA Registered
-
Sara Elizabeth MorrisonCRD 8253510 · Pittsburgh, PAIA Registered
-
Francis Henry SchulerCRD 1458851 · Pittsburgh, PAIA Registered
-
Keith Alan WoernerCRD 2753123 · Pittsburgh, PAIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 121435 ↗
FINRA BrokerCheck record for firm CRD 121435 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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