| 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 |
Pleasantdale Wealth Management, LLC reports $100.6 million in regulatory assets under management on its Form ADV.
Pleasantdale Wealth Management, LLC reports 3 employees.
Pleasantdale Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 908-914-1572 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $99.1M |
| Non-discretionary | $1.5M |
| Total (RAUM) | $100.6M |