PORTFOLIO DESIGN ADVISORS, INC.

CRD #137789 SEC #801-64971 ENGLEWOOD, CO 877-335-7035

SEC Registered Broker-Dealer

Total AUM

$38.4M

Discretionary

$38.4M

Employees

Clients

Accounts

160

Firm Details

Organization Type: Corporation
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 28, 2023
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ATLAS, MICHELLE, MARIE	I	NATIONAL SALES MANAGER	NA
ATLAS, MICHELLE, MARIE	I	NATIONAL SALES MANAGER	NA
ATLAS, MICHELLE, MARIE	I	NATIONAL SALES MANAGER	NA
ATLAS, MICHELLE, MARIE	I	NATIONAL SALES MANAGER	NA
BAKER, DOUGLAS, WARREN	I	PRESIDENT	NA	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	NA	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	NA	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	NA	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	NA	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	NA	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	NA	Control
DIACHOK, RUSSELL, RHINE	I	PRESIDENT	NA	Control
DIACHOK, RUSSELL, RHINE	I	PRESIDENT	NA	Control
DIACHOK, RUSSELL, RHINE	I	PRESIDENT	NA	Control
DIACHOK, RUSSELL, RHINE	I	PRESIDENT	NA	Control
DIACHOK, RUSSELL, RHINE	I	PRESIDENT	NA	Control
DIACHOK, RUSSELL, RHINE	I	PRESIDENT	NA	Control
DIACHOK, RUSSELL, RHINE	I	PRESIDENT	NA	Control
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
PATTAVINA, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
RAGER, DEAN, ALLEN	I	PROGRAM DIRECTOR	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PROGRAM DIRECTOR	NA	Control
RAGER, DEAN, ALLEN	I	PROGRAM DIRECTOR	NA	Control
RAGER, DEAN, ALLEN	I	PROGRAM DIRECTOR	NA	Control
RAGER, DEAN, ALLEN	I	PROGRAM DIRECTOR	NA	Control
RAGER, DEAN, ALLEN	I	PROGRAM DIRECTOR	NA	Control
RAGER, DEAN, ALLEN	I	PROGRAM DIRECTOR	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
RAGER, DEAN, ALLEN	I	PRESIDENT	NA	Control
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHEFFY, ELGONDE, MAGDALENA	I	CHIEF COMPLIANCE OFFICER	NA
SCHUETTE, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
SCHUETTE, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
SCHUETTE, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
SCHUETTE, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
SCHUETTE, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
SCHUETTE, JENNIFER, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
STRODE, WESLEY, LEE	I	PORTFOLIO MANAGER	NA
STRODE, WESLEY, LEE	I	PORTFOLIO MANAGER	NA
STRODE, WESLEY, LEE	I	PORTFOLIO MANAGER	NA
STRODE, WESLEY, LEE	I	PORTFOLIO MANAGER	NA
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
GWM HOLDINGS, INC.	DE	STOCKHOLDER	E	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	D	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	Control
BAKER, DOUGLAS, WARREN	I	PRESIDENT	D	Control
KELLEY, PHILIP, SHERIDAN	I	PORTFOLIO MANAGER	D	Control
KELLEY, PHILIP, SHERIDAN	I	PORTFOLIO MANAGER	D	Control
KELLEY, PHILIP, SHERIDAN	I	PORTFOLIO MANAGER	D	Control
KELLEY, PHILIP, SHERIDAN	I	PORTFOLIO MANAGER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	E	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, GEORGE, THEODORE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control
DIACHOK, RUSSELL, RHINE	I	GWM HOLDINGS, INC.	C	Control

Registrations

Federal

Nov 28, 2023 REGISTERED

Notice Filings (29)

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Address

9635 MAROON CIRCLE
SUITE 100
ENGLEWOOD, CO 80112
United States

Phone: 877-335-7035