LP Profile

PDS Planning

Also known as pds planning

Wealth ManagerDublin, United StatesFounded 1985
$2.2B
Assets Under Management
Dublin
Headquarters
Investment Focus

About PDS Planning

PDS Planning Inc is a Registered Investment Adviser in Columbus, Ohio, founded in 1985, with over $490 million in assets under management in several states. It specializes in retirement planning and fiduciary investment advising, and its coverage includes high-net-worth investment planning and tax strategies.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateIndustrial Property Acquisition & Development
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 →
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Recent Filings

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

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is PDS Planning?

PDS Planning is a wealth manager based in Dublin, United States, managing approximately $2.2B in assets.

Where is PDS Planning headquartered?

PDS Planning is headquartered in Dublin, United States.

How much does PDS Planning manage?

PDS Planning manages approximately $2.2B in assets under management.

When was PDS Planning founded?

PDS Planning was founded in 1985.

What does PDS Planning invest in?

PDS Planning focuses on Real Estate - General, Real Estate, Industrial Property Acquisition & Development.

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.