PDE Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,974,329
Total clients
133
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
133
Average account size
$270,484
About
PDE Wealth Advisors, LLC provides fee-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. Offerings include one-time and ongoing financial planning, direct asset management, and recommendations or referrals to third‑party managers.
The firm applies a range of analytical methods—including modern portfolio theory, fundamental, technical and cyclical analysis—and typically acts with discretionary trading authority while documenting client objectives and risk tolerances. It may engage sub‑advisors or third‑party managers to run all or part of client portfolios and monitors those managers’ performance; advisory compensation is billed as asset‑based fees or separate planning fees.
What is distinctive for a firm of this type is that the managing member operates an affiliated insurance agency and devotes a substantial portion of time to selling insurance products for separate compensation, a relationship the firm discloses and says clients are not required to accept. The firm also discloses referral fees and an incentive‑sharing arrangement with a specific third‑party manager for assets placed with that manager, which creates potential conflicts the brochure states are mitigated through disclosure and ongoing monitoring.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
General estate planning guidance
Tax-loss harvesting
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $4,000,000: 0.70% annually $4,000,000 - $5,000,000: 0.60% annually $5,000,000+: Negotiated
$200 per hour for financial planning
Ongoing financial planning services with negotiable fixed fee around $100 per month
Minimum fee: $1,000 minimum for financial planning hourly fee Fee-only: Financial planning hourly fee $200/hour with $1,000 minimum; ongoing financial planning negotiable fixed fee approx. $100/month
Main office location
PDE Wealth Advisors, LLC
8655 Haven Ave, Suite 200
Rancho Cucamonga CA 91730, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")