WD FINANCIAL SOLUTIONS

WD FINANCIAL SOLUTIONS is an SEC-registered investment adviser (CRD 314504). Regulatory assets under management: $193K.

Registration

• CRD: 314504
• Type: Registered investment adviser
• Phone: (202) 505-7526 (PLAN)
• Latest filing: 2026-03-31
• Regulatory AUM: $193K
• Discretionary AUM: $193K
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314504 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search