# PDE WEALTH ADVISORS, LLC

PDE WEALTH ADVISORS, LLC of RANCHO CUCAMONGA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291373
- Type: SEC-registered investment adviser
- Location: 8655 HAVEN AVE, RANCHO CUCAMONGA, CA, 91730
- Phone: 909-295-5504
- Latest filing: 2026-05-06
- Regulatory AUM: $37.4M
- Discretionary AUM: $37.4M
- Clients: 1
- Accounts: 260

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291373/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291373/similar
- Related entities: https://search.stillhousedata.com/firm/291373/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291373

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.