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PDS PLANNING INC

DUBLIN, OH · CRD 106895 · IAPD ↗ · pdsplanning.com · 614-481-8449

$2.17BRegulatory AUM
12Advisory reps
19Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — PDS PLANNING INC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — PDS PLANNING INC reported RAUM up 29% ($1.39B -> $1.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2024 — PDS PLANNING INC notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — PDS PLANNING INC reported RAUM up 33% ($1.05B -> $1.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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