Adviser Profile
| As of Date | 08/09/2025 |
| Registration status | Registration Changed to PLEASANTDALE WEALTH MANAGEMENT, LLC |
| Contact Info | 908 xxxxxxx |
| AUM* | 100,600,000 6% |
| of that, discretionary | 99,100,000 6% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,406 4% |
| % High Net Worth | 16.85% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds