PLEASANTON WEALTH

PLEASANTON WEALTH of PLEASANTON, CA is an SEC-registered investment adviser (CRD 299123). Regulatory assets under management: $1.1M.

Registration

• CRD: 299123
• Type: Registered investment adviser
• Location: 2507 BEDWANY DR., PLEASANTON, CA, 94566
• Phone: 925-786-7132
• Latest filing: 2026-05-29
• Regulatory AUM: $1.1M
• Discretionary AUM: $1.1M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299123 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search