DW INVESTMENT SOLUTIONS, INC.

DW INVESTMENT SOLUTIONS, INC. is an SEC-registered investment adviser (CRD 150471). Regulatory assets under management: $111.4M.

Registration

• CRD: 150471
• SEC file number: 801-136562
• Type: Registered investment adviser
• Phone: 509-924-6526
• Latest filing: 2026-06-18
• Regulatory AUM: $111.4M
• Discretionary AUM: $111.4M
• Clients: 3
• Accounts: 113

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150471 on SEC IAPD (source of record)
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