Key facts
- DWD PORTFOLIO SOLUTIONS, INC. is a other based in PITTSBURGH, PA.
- DWD PORTFOLIO SOLUTIONS, INC. reports $645K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 121435- Regulatory AUM
- $645K
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- PITTSBURGH, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for DWD PORTFOLIO SOLUTIONS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is DWD PORTFOLIO SOLUTIONS, INC.'s AUM?
- DWD PORTFOLIO SOLUTIONS, INC. manages approximately $645K in assets.