This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.22 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$150MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$150M

Private client RAUM

$117MderivedItem 5.D individuals plus high net worth individuals

Private client share

78%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$29.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

256

Individual clients

233

High net worth clients

20

Custody, client assets

$4.1M

SEC number

801-80561

CRD

131506

Filings on the tape

26

First filed

Dec 14, 2011

Latest filed

Mar 2, 2026

Organised

Limited Liability Company, WY

Website

pdsadvisers.com

• Occurred

  Mar 7, 2024
  Control person joined

  Kay Angela Tille (Chief Compliance Officer) appeared on Schedule A of Portfolio Design Services, Llc

  Form ADVobserved 4 days ago
• Occurred

  Oct 30, 2014
  First Form ADV filing

  Portfolio Design Services, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c6b664a9-ecbf-ae7b-41f2-c7b90d669a34

First observed

Dec 14, 2011

Last observed

Mar 2, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.