PLEASANTDALE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$113,700,000
Discretionary
$111,900,000
Non-discretionary
$1,800,000
Firm details
- CRD number
- 302034
- SEC file number
- 801-133982
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.