Pleasantdale Wealth Management, LLC
● SEC registered since 2025CRD 302034SEC# 801-133982
Reg. AUM
$113.7M
Employees
3
Accounts
318
Location
—
Pleasantdale Wealth Management, LLC assets under management
Pleasantdale Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $113.7 million in regulatory assets under management and employs 3 people.
Pleasantdale Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Dudes | Member | 10-25% | 2025 |
| Michael Andrew Dudes | Member | 10-25% | 2025 |
| William Edward Dudes Control | Chief Compliance Officer/Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Pleasantdale Wealth Management, LLC manage?
Pleasantdale Wealth Management, LLC reports $113.7 million in regulatory assets under management on its Form ADV.
How many employees does Pleasantdale Wealth Management, LLC have?
Pleasantdale Wealth Management, LLC reports 3 employees.
Does Pleasantdale Wealth Management, LLC disclose fund performance?
Pleasantdale Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 908-914-1572 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.7M▲ 13%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.7Mregulatory AUM
Discretionary $111.9MNon-discretionary $1.8M