PCD Wealth Strategies
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 341092
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
PCD Wealth Strategies LLC is an individual-owned, California-registered advisory and insurance firm that emphasizes financial planning and insurance brokerage rather than discretionary asset management. The firm charges non–AUM fees, using hourly and fixed-fee arrangements, and is organized as a limited liability company. It is not positioned as a capital allocator, does not identify as an active ESG investor, and does not list pension consulting or related-adviser services among its activities. Operationally, the practice appears focused on fee-for-service planning and insurance solutions rather than managing investment portfolios on a scale. The firm’s regulatory footprint is California-focused rather than multi-state, and its industry links include affiliation with an insurance company.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5318 E 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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