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PLEASANTDALE WEALTH MANAGEMENT, LLC
CRD 302034 · SEC 801-133982
NJ, United States
Phone
908-914-1572
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.7M
Discretionary AUM
$111.9M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $36.3M |
| High net worth individuals | 35 | $72.0M |
| Pension/profit sharing plans | 3 | $2.8M |
| Charitable organizations | 2 | $2.4M |
| Corporations/business entities | 1 | $200K |
States served
NJ, NY, PA, TX, CT, FL
Official SEC filing: View on IAPD