CRD: 291373
PDE Wealth Advisors, LLC
$37.4M Total AUM
$37.4M Disc. AUM
-- 3Y CAGR
1 Employees
181 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer glacier
- Established Date
- 01-16-2018
- Office Locations
- 1
Office Locations
8655 Haven AVE Suite 200 Rancho Cucamonga CA
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.
Team overview
-- AVG AGE
$37.4M AVG AUM / ADVISOR
$206.5K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Atlas Pioneer Glacier
Client Personas
Signal
Custodian
Optima Alpha Atlas element
Investment Themes
Pathway Fusion catalyst Summit
Investment Vehicles
Capital element
Platform
Timber Insight Focus
Services
Harbor north Meridian bridge Vital Pioneer Ember glacier Quantum Signal Crest Beacon vector
Technology
Momentum insight
Owner & Executives
D
DANIEL GARY FLORES
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6154907
- Ownership
- 75% or more
(509) 370-8953
horizon.signal@peakcapital.com
in linkedin.com/in/meridian-focus
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $37,381,161
Public Funds:
31.2% Equity - Exchange:
17.2% Cash:
15.9% U.S. Government/Agency:
12.6% Private Funds:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,862,675,830 | 31.2% |
| Equity - Exchange | $1,026,859,752 | 17.2% |
| Cash | $949,248,260 | 15.9% |
| U.S. Government/Agency | $752,234,470 | 12.6% |
| Private Funds | $1,379,096,528 | 23.1% |
| Total | $5,970,114,840 | 100.0% |