# DWD PORTFOLIO SOLUTIONS, INC.

DWD PORTFOLIO SOLUTIONS, INC. of PITTSBURGH, PA is an SEC-registered investment adviser.

## Registration

- CRD: 121435
- Type: SEC-registered investment adviser
- SEC file number: 801-113185
- Location: 151 ROESSLER RD, SUITE 103, PITTSBURGH, PA, 15220
- Phone: 412-341-6642
- Latest filing: 2026-03-18
- Regulatory AUM: $248.3M
- Discretionary AUM: $246.9M
- Non-discretionary AUM: $1.4M
- Clients: 6
- Accounts: 779

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Maria Carla Devlin | PRESIDENT | — |
| Sam Cicero Dalesandro | CHIEF COMPLIANCE OFFICER/CEO | — |
| Keith Alan Woerner | EXECUTIVE V.P. & GENERAL COUNSEL | — |
| DALESANDRO SAM CICERO | CHIEF COMPLIANCE OFFICER/CEO | — |
| DEVLIN MARIACARLA | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DYER JACK ROBERT | OWNER | — |
| BONIFACE RAYMOND JOHN | OWNER | — |
| STEELE PHYLLIS MARIE | OWNER | — |
| DEVLIN MARIA CARLA | PRESIDENT | — |
| WOERNER KEITH ALAN | EXECUTIVE V.P. & GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121435/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121435/similar
- Related entities: https://search.stillhousedata.com/firm/121435/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121435

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.