LP Profile

PDS Planning

Also known as pds planning

Wealth ManagerDublin, United StatesFounded 1985
Dublin
Headquarters
Investment Focus

About PDS Planning

PDS Planning is a wealth manager based in Dublin, US. Founded in 1985.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to PDS Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.2B
Total Clients
3,159
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to PDS Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is PDS Planning?

PDS Planning is a wealth manager based in Dublin, United States.

Where is PDS Planning headquartered?

PDS Planning is headquartered in Dublin, United States.

When was PDS Planning founded?

PDS Planning was founded in 1985.

How can I contact PDS Planning?

Verified contact details, key decision-makers, and investment preferences for PDS Planning are available on LPbacked. Create a free account to access them.