Pleasanton Wealth

Overview

Pleasanton Wealth operates as an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm combines ongoing portfolio management with financial planning and educational services; its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and workshops or seminars. Compensation comes through a percentage-of-AUM schedule supplemented by hourly billing for consulting or planning work. Pleasanton Wealth does not report itself as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives