DWD Portfolio Solutions, Inc.

Who works here

• FS
  Francis Henry Schuler
• KW
  Keith Alan Woerner
• MD
  Maria Carla Devlin
• SD
  Sam Cicero Dalesandro
• SM
  Sara Elizabeth Morrison

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

DWD Portfolio Solutions, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

121435