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DW INVESTMENT SOLUTIONS, INC.

· CRD 150471 · IAPD ↗ · 509-924-6526

$111.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — DW INVESTMENT SOLUTIONS, INC. (location n/a) is newly SEC-registered with $111.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.