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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.33
Portfolio Design Labs logo

Portfolio Design Labs

Encino, CA · Firm website

126%AUM growth, 2024 to 2026
$625MAUM in the 2026 filing
21%client growth
5people at the firm

AUM by filing

$179M2023
$276M2024
$502M2025
$625M2026

Clients by filing

2102023
2962024
4262025
3572026

Key people

  • Jason Thomas
    Jason ThomasChief Investment OfficerOwner · 5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth126%104%
  • Client growth21%43%
  • People57
  • AUM per person$125.0M$49.7M

Rank by measure

  • Official rankNo. 33126%
  • Client growthNo. 8521%
  • AUM added per personNo. 7$69.7M
  • AUM per personNo. 9$125.0M
← No. 32 Miller Avenue AdvisorsNo. 34 Arch Global Advisors →
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Portfolio Design Labs: No. 33 on The Lean 100 (2026) — Private Wealth Daily