PLEASANTON WEALTH

Overview

Pleasanton Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and combines portfolio management with financial planning. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM component as well as hourly billing for select work. The firm is not flagged as an active ESG investor, does not operate as a capital allocator, and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices