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PDE WEALTH ADVISORS, LLC

Advisory

RANCHO CUCAMONGA, CA

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in CA
#3,752
of 5,480 advisers by AUM
Average account
$144K
across 260 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
139
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients139
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

WESTBOURNE CAPITAL MANAGEMENT LLC
LOS ANGELES, CA
$37M
+24.2% 1Y
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
SAN JUAN CAPISTRANO, CA
$37M
-81.8% 1Y
SECOND MOUNTAIN FINANCIAL, INC.
REDONDO BEACH, CA
$37M
DOTY EQUITY ADVISORS, INC.
$37M
BELGRAVE SQUARE ADVISORS LLC
$37M
VOLT WEALTH MANAGEMENT, LLC
SAN DIEGO, CA
$37M
-3.3% 1Y

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