# Pleasanton Wealth

Pleasanton Wealth is a Wealth Management based in Pleasanton, United States.

## Overview

- **Organization type:** Wealth Management
- **Headquarters:** Pleasanton, United States
- **Region:** North America
- **Address:** Pleasanton, CA, United States
- **Assets under management:** Undisclosed
- **Website:** https://pleasantonwealth.com

## Regulatory record

- **CRD number:** 299123
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299123

## About

PLEASANTON WEALTH is a state-registered investment adviser in PLEASANTON, CA. The firm manages $5 million in assets, with $873,769 on a discretionary basis. It has 1 employee.

## Sectors

- Wealth Management

## Questions

### Where is Pleasanton Wealth located?

Pleasanton Wealth is based in Pleasanton, California, in the East Bay region of the San Francisco Bay Area. No additional office locations have been publicly disclosed.

### Who runs Pleasanton Wealth?

The leadership of Pleasanton Wealth is not publicly disclosed. No principals or investment professionals are named in any available public records.

### How much does Pleasanton Wealth manage?

Pleasanton Wealth does not publicly disclose its assets under management. No credible third-party source has reported an AUM figure.

### What is the history of Pleasanton Wealth?

The founding year and history of Pleasanton Wealth are not publicly documented. No incorporation or registration details are found in standard business databases.

### Does Pleasanton Wealth have a website?

No publicly accessible website has been found for Pleasanton Wealth. The firm lacks a discoverable online presence beyond mentions in directory listings.

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Last updated: 2026-06-03T20:00:00.000Z

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