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PORTFOLIO DESIGN LABS, LLC

ENCINO, CA · CRD 318127 · IAPD ↗ · portfoliolabs.com · 310-755-0411

$624.9MRegulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — PORTFOLIO DESIGN LABS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — PORTFOLIO DESIGN LABS, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — PORTFOLIO DESIGN LABS, LLC crossed $500M in regulatory AUM ($276.2M -> $501.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — PORTFOLIO DESIGN LABS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — PORTFOLIO DESIGN LABS, LLC notice-filed in WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — PORTFOLIO DESIGN LABS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2024 — PORTFOLIO DESIGN LABS, LLC notice-filed in AZ, IL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — PORTFOLIO DESIGN LABS, LLC reported RAUM up 55% ($178.5M -> $276.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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