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| Keyboard |
| Pleasantdale Wealth Management LLC
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|---|---|
| CRD # | 302034 |
| SEC # | 801-133982 |
| CIK # | |
| AUM | 113.7 M (2026-04-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 908-914-1572 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 36.3 |
| (b) Individuals (high net worth individuals) | 35 | 72.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.8 |
| (h) Charitable organizations | 2 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 113.7 |
| By Discretionary | ||
| Discretionary | 316 | 111.9 |
| Non-Discretionary | 2 | 1.8 |
| Total | 318 | 113.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.7 | |
| Total | 318 | 113.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Skloff Aaron
✚
|
114.0 M | |
|
Point B Planning LLC
✚
|
NY | 113.9 M |
|
Financial Planning First LLC
✚
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AZ | 113.9 M |
|
Finamex Asset Management LLC
✚
|
TX | 113.9 M |
|
Common Cents Wealth Management LLC
✚
|
FL | 113.7 M |
|
CW Securities LLC
✚
|
TN | 113.5 M |
|
Expand Financial Group LLC
✚
|
113.5 M | |
|
Blue Jay Financial Group LLC
✚
|
OH | 113.5 M |
|
Financial Design Group LLC
✚
|
NE | 113.4 M |
|
Compass Private Wealth Group LLC
✚
|
NJ | 113.3 M |