DWP Investment Management, LLC

Overview

DWP Investment Management, LLC is an independent, individually owned RIA that focuses on serving individuals and families with fee-based financial planning and portfolio management. The firm runs a fee model that combines a percentage of assets under management with hourly and fixed-fee options, and it supplements advisory work through educational seminars and workshops. Investment activity centers on publicly traded equities and exchange-traded products as the primary building blocks of client portfolios, with a clear preference for liquid, tradable securities rather than active ESG mandates or pension consulting. The firm's business lines emphasize personalized planning and hands-on portfolio oversight for individuals and small businesses, implying a client-facing advisory model rather than a large institutional or capital-allocating operation. Custody and trade execution are concentrated through Charles Schwab & Co., Inc., which supports the firm’s emphasis on exchange-traded solutions and retail investor access.

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Public Holdings

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Location & Offices