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- Custodian
- ADP · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-05-2019
- Office Locations
- 1
Office Locations
About Pleasantdale Wealth Management, LLC
Pleasantdale Wealth Management, LLC is a Hackettstown-based RIA. The firm has been operating for 7 years. Managing $113.7M in total assets under management, with 3 advisory representatives. They custody assets with ADP and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between September 9, 2025 and April 1, 2026, reported AUM increased 13.0%, from $100.6M to $113.7M.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 3 advisory representatives and 187 clients, or 62.3 clients per representative. That equates to $608.0K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
WILLIAM EDWARD DUDES
Chief Compliance Officer, Managing Member
- CRD
- #1300217
- Ownership
- 75% or more
Michael Andrew Dudes
Managing Director, Senior Vice President
- CRD
- #6702742
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,900,000 | $354,114 |
| Non-Discretionary | $1,800,000 | $900,000 |
| Total | $113,700,000 | $357,547 |
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Separately Managed Accounts
SMA allocation detail is available
Pleasantdale Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.