Pleasantdale Wealth Management, LLC

Pleasantdale Wealth Management, LLC (CRD# 302034) is a financial advisory firm headquartered in Hackettstown, NJ. They manage $74,200,000 in 266 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

Po Box 513, Hackettstown, NJ 07840

By the Numbers

Total Assets Under Management

74

MILLION
Total Number of Accounts

266

ACCOUNTS
Average Account Value

$278,947

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Pleasantdale Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

William E. Dudes

CRD#: 1300217

Hackettstown, NJ

William Dudes (CRD# 1300217) is an Investment Advisor Representative working at Pleasantdale Wealth Management, LLC in Hackettstown, NJ and has over 34 years of experience in the finance industry.

Brian W. Dudes

CRD#: 6416487

Hackettstown, NJ

Brian Dudes (CRD# 6416487) is an Investment Advisor Representative working at Pleasantdale Wealth Management, LLC in Hackettstown, NJ and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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