P
CRD: 302034
Pleasantdale Wealth Management, LLC
Hackettstown, NJ
9089141572
$113.7M Total AUM
$111.9M Disc. AUM
-- 3Y CAGR
3 Employees
187 ADV. Clients
7 yrs Firm Age
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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
-- Hackettstown NJ
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. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$37.9M AVG AUM / ADVISOR
$608.0K AVG AUM / CLIENT
4.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Summit Prime atlas
Client Personas
Bridge
Investment Themes
Unison Wave
Investment Vehicles
Bridge crest
Services
Matrix legacy Crest timber Delta focus Atlas catalyst Radial Insight
Owner & Executives
W
WILLIAM EDWARD DUDES
Chief Compliance Officer, Managing Member
- CRD
- #1300217
- Ownership
- 75% or more
(617) 527-5583
peak.summit@atlascapital.com
in linkedin.com/in/ember-unison
M
Michael Andrew Dudes
Managing Director, Senior Vice President
- CRD
- #6702742
- Ownership
- 10% but less than 25%
(898) 393-1266
legacy.pioneer@harborcapital.com
in linkedin.com/in/atlas-foundation
N
North prime
Radial vital atlas
- CRD
- #37673
- Ownership
- 22.8%
(514) 622-6534
horizon.frontier@timbercapital.com
in linkedin.com/in/crest-frontier
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $113,700,000
Public Funds:
47.8% Equity - Exchange:
33.2% Cash:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $966,619,048 | 47.8% |
| Equity - Exchange | $671,375,573 | 33.2% |
| Cash | $384,220,960 | 19.0% |
| Total | $2,022,215,581 | 100.0% |