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Building 2PLEASANTDALE WEALTH MANAGEMENT, LLC

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Phone908-914-1572
NotebookSEC #801-133982
Total AUM
$113.7M
Employees
3
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
908-914-1572

ReceiptFinancials

Total AUM
$113.7M
Accounts
318
Discretionary
$111.9M
Accounts
316
Non-Discretionary
$1.8M
Accounts
2

ContactClients

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Individual Clients
146
AUM
$36.3M
HNW Individual Clients
35
AUM
$72M
Pension/Profit Sharing Plan Clients
3
AUM
$2.8M
Charitable Organization Clients
2
AUM
$2.4M
Corporation or Business Clients
1
AUM
$200K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CTFLNJNYPATX

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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