PLEASANTDALE WEALTH MANAGEMENT, LLC

PLEASANTDALE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 302034). Regulatory assets under management: $113.7M.

Registration

• CRD: 302034
• SEC file number: 801-133982
• Type: Registered investment adviser
• Phone: 908-914-1572
• Latest filing: 2026-04-01
• Regulatory AUM: $113.7M
• Discretionary AUM: $111.9M
• Non-discretionary AUM: $1.8M
• Clients: 3
• Accounts: 318

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 302034 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search