PORTFOLIO DESIGN SERVICES, LLC

CRD 131506File 801-80561

APPROVED

Retail clients

Custody

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$149.7M

Bottom 25% of cohort (national)

Discretionary AUM

$149.7M

Clients

256

256 accounts

Employees

Bottom 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 13, 2014
Principal office: 122 N. 2ND STREET, RIVER FALLS, WI, 54022
Phone: 715-629-9095
Website: HTTP://WWW.PDSADVISERS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $149.7M
Discretionary AUM: $149.7M
Non-discretionary AUM: $0
Discretionary accounts: 256
Non-discretionary accounts: 0
Total accounts: 256
AUM per client: $585K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$280K
High net worth individuals	20	$72.7M
Pension and profit sharing plans	Fewer than 5	$32.3M
Individuals (other than high net worth individuals)	233	$44.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.