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Pleasantdale wealth Management, LLC

EST. AUM
$113,700,000

CONTACTS
1

CLIENT ACCOUNTS
318

Firm Details

Metro area North Jersey
CRD Number 302034
Website n
Client types

Overview

Pleasantdale Wealth Management, LLC is a state-registered investment adviser based in Hackettstown, New Jersey. According to its latest Form ADV data, the firm reports approximately $100.6 million in regulatory assets under management and serves primarily individual clients, including a significant share of high-net-worth households. The advisory practice provides wealth management services from its New Jersey office and is listed on the SEC’s Investment Adviser Public Disclosure (IAPD) system.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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