{
  "crd_number": 302034,
  "slug": "pleasantdale-wealth-management-llc-hackettstown-nj-302034",
  "primary_business_name": "PLEASANTDALE WEALTH MANAGEMENT, LLC",
  "legal_name": "PLEASANTDALE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Hackettstown",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "10900",
  "metro": {
    "cbsa_code": "10900",
    "common_name": "Allentown",
    "msa_name": "Allentown-Bethlehem-Easton, PA-NJ",
    "path": "/advisors/pa/allentown"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 113700000.0,
  "raum_discretionary": 111900000.0,
  "raum_non_discretionary": 1800000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2400000.0,
      "count": 2
    },
    "individuals": {
      "raum": 36300000.0,
      "count": 146
    },
    "pension_profit_sharing": {
      "raum": 2800000.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 72000000.0,
      "count": 35
    },
    "corporations_other_businesses": {
      "raum": 200000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302034",
  "city_as_filed": "HACKETTSTOWN",
  "url": "https://advisorcensus.com/firm/pleasantdale-wealth-management-llc-hackettstown-nj-302034",
  "display_name": "Pleasantdale Wealth Management, LLC",
  "summary": "Pleasantdale Wealth Management, LLC is an SEC-registered investment advisory firm in Hackettstown, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Pleasantdale Wealth Management, LLC (CRD 302034): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Pleasantdale Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pleasantdale Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Pleasantdale Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $200 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pleasantdale Wealth Management, LLC located?",
      "a": "Pleasantdale Wealth Management, LLC's principal office is in Hackettstown, NJ, according to its Form ADV."
    },
    {
      "q": "Is Pleasantdale Wealth Management, LLC registered with the SEC or a state?",
      "a": "Pleasantdale Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 302034."
    },
    {
      "q": "How much does Pleasantdale Wealth Management, LLC manage?",
      "a": "Pleasantdale Wealth Management, LLC reports $113,700,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (98% discretionary)."
    },
    {
      "q": "What types of clients does Pleasantdale Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (146); high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (3)."
    },
    {
      "q": "Which custodians does Pleasantdale Wealth Management, LLC use?",
      "a": "Pleasantdale Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP, Charles Schwab & Co., Inc., Jackson National and Nationwide as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pleasantdale Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302034"
    },
    {
      "q": "Does Pleasantdale Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"PDW does not require a minimum to open an account.\""
    },
    {
      "q": "What changed in Pleasantdale Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $100,600,000 to $113,700,000 (+13%). Registered or notice-filed in CT, FL, NY."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $100,600,000 to $113,700,000 (+13%).",
        "Registered or notice-filed in CT, FL, NY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "PDW does not require a minimum to open an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on an hourly fee of $200 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "PDW does not require a minimum to open an account.",
      "Financial Planning Services are offered based on an hourly fee of $200 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "ADP",
      "name_as_filed": "ADP",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Jackson National",
      "name_as_filed": "JACKSON NATIONAL",
      "affiliated": false
    },
    {
      "name": "Nationwide",
      "name_as_filed": "NATIONWIDE",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pleasantdale-wealth-management-llc-hackettstown-nj-302034.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 146,
      "fewer_than_5": false,
      "raum": 36300000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 72000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 2800000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2400000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 200000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302034",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}