A complete list of active advisors currently associated with PDE Wealth Advisors, LLC

Warmer can help you find a great advisor at PDE Wealth Advisors, LLC or one who fits your needs even better.

PDE Wealth Advisors, LLC provides fee-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. Offerings include one-time and ongoing financial planning, direct asset management, and recommendations or referrals to third‑party managers. The firm applies a range of analytical methods—including modern portfolio theory, fundamental, technical and cyclical analysis—and typically acts with discretionary trading authority while documenting client objectives and risk tolerances. It may engage sub‑advisors or third‑party managers to run all or part of client portfolios and monitors those managers’ performance; advisory compensation is billed as asset‑based fees or separate planning fees. What is distinctive for a firm of this type is that the managing member operates an affiliated insurance agency and devotes a substantial portion of time to selling insurance products for separate compensation, a relationship the firm discloses and says clients are not required to accept. The firm also discloses referral fees and an incentive‑sharing arrangement with a specific third‑party manager for assets placed with that manager, which creates potential conflicts the brochure states are mitigated through disclosure and ongoing monitoring.

To learn more about the advisors currently working at PDE Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.