Pleasantdale Wealth Management, LLC

RIASEC RegisteredEst. 2025

Total AUM

$114M

Discretionary

$112M

98% of AUM

Avg account

$358K

Accounts

318

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 302034
Registered since: August 7, 2025
Custodians: CHARLES SCHWAB & CO., INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC, ADP BROKER-DEALER, INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI63.32%
Individuals31.93%
Pension & Profit Sharing Plans2.46%
Charitable Organizations2.11%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Pleasantdale Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is individually owned and serves both individuals and families as well as institutional clients. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is primarily fee-based, combining a percentage of assets under management with hourly billing for some work. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser per the available information.