Tad Alan Herrington

Employer firm

Pds Planning Inc CRD 106895

$2.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 06/2021
  Mtbw, Llc / John E. Sestina And Company
  Columbus, OH
• 06/2021 → 09/2022
  Clark Asset Management, Llc
  Powell, OH
• 01/2023 → 05/2025
  Sws Partners, Llc
  Columbus, OH
• 05/2025 → 07/2025
  Graver Capital Management, Llc
  Columbus, OH
• 11/2021 → Present
  Wealth Launch, Llc
  Powell, OH

Previous Registrations

• 2025-06-16 → 2025-07-25
  Graver Capital Management, Llc
  Columbus, OH
• 2023-07-10 → 2025-05-15
  Sws Partners, Llc
  Columbus, OH
• 2021-06-02 → 2022-09-08
  Clark Asset Management, Llc
  Powell, OH
  Stratham, NH
• 2016-06-29 → 2021-06-01
  John E. Sestina And Company
  Columbus, OH
• 2014-05-16 → 2016-04-15
  Ubs Financial Services Inc.
  Columbus, OH

Other Businesses

Wealth Launch Planning Solutions; Not investment-related; Home office; Provides practice management consulting services; Founder and Consultant; 11/12021; 20 hours per month; 0 during trading hours; provides practice management consulting services to financial advisors

Exams

• S66 Uniform Combined State Law Examination
  2014-06-20

Designations

• Certified Financial Planner