CRD: 291373
PDE Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-16-2018
- Office Locations
- 1
Office Locations
About PDE Wealth Advisors, LLC
PDE Wealth Advisors is an independent, fee-based RIA providing custom portfolio design/management and comprehensive financial planning, including insurance. The firm emphasizes non-proprietary solutions aligned to clients’ best interests and supports major life and business transitions. Uses Schwab custody and platforms like Orion and eMoney, and produces the “Pathway to Retirement” radio show.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 181 clients, or 181 clients per representative. That equates to $206.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on May 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DANIEL GARY FLORES
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6154907
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,381,161 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,381,161 | -- |
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Separately Managed Accounts
SMA allocation detail is available
PDE Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.