# Pleasantdale Wealth Management, LLC

> 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.

- CRD: 302034
- Filed as: PLEASANTDALE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hackettstown, NJ
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302034
- AdvisorCensus page: https://advisorcensus.com/firm/pleasantdale-wealth-management-llc-hackettstown-nj-302034

## Quick answers

**How is Pleasantdale Wealth Management, LLC compensated?**
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.

**How much does Pleasantdale Wealth Management, LLC charge?**
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.

**Where is Pleasantdale Wealth Management, LLC located?**
Pleasantdale Wealth Management, LLC's principal office is in Hackettstown, NJ, according to its Form ADV.

**Is Pleasantdale Wealth Management, LLC registered with the SEC or a state?**
Pleasantdale Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 302034.

**How much does Pleasantdale Wealth Management, LLC manage?**
Pleasantdale Wealth Management, LLC reports $113,700,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (98% discretionary).

**What types of clients does Pleasantdale Wealth Management, LLC serve?**
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).

**Which custodians does Pleasantdale Wealth Management, LLC use?**
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.

**Does Pleasantdale Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Pleasantdale Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 1, 2026 says: "PDW does not require a minimum to open an account."

**What changed in Pleasantdale Wealth Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: None

> PDW does not require a minimum to open an account.

- Hourly rate: $200 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $200 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ADP
- Charles Schwab & Co., Inc.
- Jackson National
- Nationwide

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.

### Regulatory assets under management (Item 5.F)
- Total: $113,700,000
- Discretionary: $111,900,000
- Non-discretionary: $1,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $36,300,000 |
| High net worth individuals | 35 | $72,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,800,000 |
| Charitable organizations | 2 | $2,400,000 |
| Corporations or other businesses not listed above | 1 | $200,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $100,600,000 to $113,700,000 (+13%).
- Registered or notice-filed in CT, FL, NY.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pleasantdale Wealth Management, LLC (CRD 302034): Form ADV filing data as of October 2026.