PDE WEALTH ADVISORS, LLC

Overview

PDE Wealth Advisors, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects outside advisers when appropriate. It acts as a capital allocator and maintains a mixed fee schedule that can include a percentage of assets under management, hourly fees, fixed fees and other arrangements. PDE does not identify as an active ESG investor and operates as a single-state adviser. The firm lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices