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PDE WEALTH ADVISORS, LLC
CRD 291373
8655 HAVEN AVE, SUITE 200, RANCHO CUCAMONGA, CA, 91730, United States
Phone
909-295-5504
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.4M
Discretionary AUM
$37.4M
Team
1 total employees; 1 advisory reps; 42 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $29.7M |
| High net worth individuals | 6 | $7.7M |
All web addresses on file
Official SEC filing: View on IAPD