DWP

Overview

DWP is an independent registered investment adviser that has been operating since 2004 and serves both individual/family and institutional clients. The firm blends financial planning with discretionary portfolio management across households, small businesses and institutions, charging a mix of percentage-of-AUM and fixed fees. DWP is not positioned as an ESG-focused or multi-state adviser; its model centers on conventional wealth-management services and portfolio construction rather than acting as a capital allocator or pension consultant. Investment activity emphasizes pooled public strategies alongside tailored fixed income and alternative exposures. Filings show a pronounced use of mutual funds and other public fund vehicles as the core building blocks of client portfolios, supplemented by alternative asset classes and income-oriented products where appropriate. The firm’s client footprint—modest in scale—suggests a focus on higher-touch advisory relationships and customized planning for mid-to-high net worth households and select institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices