Pleasantdale Wealth Management, LLC
Pleasantdale Wealth Management, LLC is an SEC-registered mass-market adviser with $113.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pleasantdale Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 302034, SEC 801-133982, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $113.7M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 187
- CRD
- 302034
- Ownership
- DUDES, BRIAN, WILLIAM; Dudes, Michael, Andrew; DUDES, WILLIAM, EDWARD
How much AUM does Pleasantdale Wealth Management, LLC have?
Pleasantdale Wealth Management, LLC reported $113.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Pleasantdale Wealth Management, LLC?
Disclosed owners and executives of Pleasantdale Wealth Management, LLC include DUDES, BRIAN, WILLIAM, Dudes, Michael, Andrew, DUDES, WILLIAM, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.