DW Investment Solutions, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 150471
- Registered since
- June 22, 2026
- Custodians
- ALTRUIST FINANCIAL LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.74%
- HNWI22.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DW Investment Solutions, Inc. is an independent, individually owned registered investment adviser organized as a corporation. The firm focuses on serving individuals and families with fee-based financial planning and discretionary portfolio management for individuals and small businesses. Its billing arrangements include a percentage-of-assets fee as well as hourly and fixed-fee engagements. The firm does not identify itself as a capital allocator, is not positioned as a pension consultant, and is not marked as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Investment Grade Corp Bonds17%
- Exchange Traded Equities14%
- Cash & Cash Equivalents8%
Contacts
2 of 2Linda Walker
PresidentCRD 5083189
Christie Rooney
Registered Financial ProfessionalCRD 5905463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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