PDE WEALTH ADVISORS, LLC

PDE WEALTH ADVISORS, LLC of RANCHO CUCAMONGA, CA is an SEC-registered investment adviser (CRD 291373). Regulatory assets under management: $37.4M.

Registration

• CRD: 291373
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291373 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search