CRD: 121435
DWD Portfolio Solutions, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
--
- 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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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