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Building 2PLEASANT STREET WEALTH ADVISORS, LLC

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Phone(978) 732-3115
NotebookSEC #801-128550
Total AUM
$113.4M
Employees
3
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(978) 732-3115
Other Offices
1

ReceiptFinancials

Total AUM
$113.4M
Accounts
196
Discretionary
$87M
Accounts
192
Non-Discretionary
$26.3M
Accounts
4

ContactClients

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Individual Clients
65
AUM
$17.4M
HNW Individual Clients
20
AUM
$69.7M
Pension/Profit Sharing Plan Clients
1
AUM
$26.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)
State Registrations
CTFLMAMENJNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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