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- Custodian
- Altruist · Tiaa · Truist Bank
- Clients
- Retail
- Platforms
- NorthRidge wave
- Established Date
- 06-17-2009
- Office Locations
- 1
Office Locations
About DW Investment Solutions, Inc.
Wetton Investment Properties (dwinvestments.com) is a full-service real estate acquisition, redevelopment, and management firm focused on multifamily and student housing, with additional senior and market-rate housing. It sponsors syndications for $2M-$50M properties in supply-constrained markets and executes value-add renovations. Properties are owned and self-managed via Doug Wetton Properties, including remote operations with online payments and a 24-hour call center.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LINDA DIANNE WALKER
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5083189
- Ownership
- 75% or more
CHRISTIE MARIE ROONEY
TREASURER
- CRD
- #5905463
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,409,050 | -- |
| Non-Discretionary | $0 | -- |
| Total | $111,409,050 | -- |
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Separately Managed Accounts
Total SMA Asset: $111,409,050
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $910,063,719 | 30.9% |
| Corporate - Investment Grade | $845,269,538 | 28.7% |
| Equity - Exchange | $441,778,504 | 15.0% |
| Cash | $748,078,267 | 25.4% |
| Total | $2,945,190,028 | 100.0% |