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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...
Overview
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
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.
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.
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