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PORTFOLIO DESIGN SERVICES, LLC

RIVER FALLS, WI · CRD 131506 · IAPD ↗ · pdsadvisers.com · 715-629-9095

$149.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
March 2025 — PORTFOLIO DESIGN SERVICES, LLC notice-filed in CA, MN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — PORTFOLIO DESIGN SERVICES, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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