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Pleasantdale Wealth Management
Pleasantdale Wealth Management, LLC is an SEC-registered investment adviser in Hackettstown, NJ, registered since 2025. The firm manages $114 million in...
Pleasantdale Wealth Management
Pleasantdale Wealth Management, LLC is an SEC-registered investment adviser in Hackettstown, NJ, registered since 2025. The firm manages $114 million in assets, $112 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Pleasantdale Wealth Management?
No named investment professionals or principals have been publicly disclosed for Pleasantdale Wealth Management LLC. The firm's SEC registration may list a contact, but that individual's role in investment decisions is not part of the public record.
How does Pleasantdale Wealth Management source proprietary deal flow?
The firm does not publicly describe a sourcing model. Its deal flow, if any, remains unverifiable given the absence of website, media mentions, or reported investments.
Is Pleasantdale Wealth Management structured as a single family office or a more traditional RIA?
The firm is registered as a limited liability company and an RIA. Without disclosure of its client base, it cannot be confirmed as a family office. The name 'Pleasantdale' does not correspond to any known prominent family or corporate brand.
Does Pleasantdale Wealth Management participate in fund commitments or only direct deals?
No information is publicly available on the firm's investment vehicle preferences. There are no reported fund commitments, direct investments, or co-investments linked to this entity.
What investment stages does Pleasantdale Wealth Management typically target?
The firm's target investment stages — venture, growth, buyout, credit, real estate, etc. — are not disclosed. No publicly reported transactions provide evidence of stage focus.
Which sectors or industries does Pleasantdale Wealth Management explicitly avoid?
The firm's investment mandate, including any negative screens or avoidance sectors, has not been publicly stated. No exclusions can be inferred from available records.
Where does the underlying wealth originate for Pleasantdale Wealth Management's clients?
The origin of client wealth managed by the firm is not publicly known. The firm does not disclose the identities or sources of wealth for its client base.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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