CRD: 121435
DWD Portfolio Solutions, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-11-1995
- Office Locations
- 1
Office Locations
About DWD Portfolio Solutions, Inc.
DWD Portfolio Solutions, Inc. is a Pittsburgh-based RIA serving individuals and families, retirees, and clients navigating major wealth events, alongside corporate and nonprofit institutions seeking fiduciary support. The team provides integrated financial planning and portfolio construction, typically using ETFs, mutual funds, and fixed income, with insurance, tax, and retirement plan guidance as needed. Primary custodian: Charles Schwab.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 18, 2026, reported AUM increased 12.3%, from $221.0M to $248.3M.
Across 5 reported observations, AUM increased 32.9% between June 16, 2022 and March 18, 2026, from $186.8M to $248.3M.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 4 advisory representatives and 316 clients, or 79 clients per representative. That equates to $785.8K in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review DWD Portfolio Solutions, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full DWD Portfolio Solutions, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SAM CICERO DALESANDRO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2924782
- Ownership
- 50% but less than 75%
MARIA CARLA DEVLIN
Chief Investment Officer, President
- CRD
- #2150928
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Sara Elizabeth Morrison
Paraplanner
- CRD
- #8253510
FRANCIS HENRY SCHULER
Investment Advisor Representative
- CRD
- #1458851
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,928,002 | $319,028 |
| Non-Discretionary | $1,391,992 | $278,398 |
| Total | $248,319,994 | $318,768 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
DWD Portfolio Solutions, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.