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PLEASANTON WEALTH
PLEASANTON WEALTH LLC
CRD 299123
2507 BEDWANY DR., PLEASANTON, CA, 94566, United States
Phone
925-786-7132
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.1M
Discretionary AUM
$1.1M
Team
1 total employees; 0 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD