Portfolio Design Labs, LLC
Portfolio Design Labs, LLC is an SEC-registered wealth manager in Encino, CA with $624.9M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Portfolio Design Labs, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318127, SEC 801-127598, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $624.9M (2026-05-11)
- Firm type
- Wealth Manager
- Location
- Encino, CA
- Employees
- 5
- Clients
- 357
- CRD
- 318127
- Ownership
- THOMAS, JASON, TERRANCE
How much AUM does Portfolio Design Labs, LLC have?
Portfolio Design Labs, LLC reported $624.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Portfolio Design Labs, LLC?
Disclosed owners and executives of Portfolio Design Labs, LLC include THOMAS, JASON, TERRANCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.