Pleasantdale Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,300,000
Clients
181
Advisors
3
of 3 employees
About
Pleasantdale Wealth Management provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporate plan sponsors. The firm offers ongoing portfolio management and consulting that is tailored to each client’s stated goals, time horizon and risk tolerance.
The firm’s investment approach uses fundamental security analysis alongside tactical asset allocation and may include long‑ and short‑term equity positions and options strategies (including covered and uncovered positions). Portfolios are managed on a discretionary basis with periodic rebalancing, monitoring for tax‑loss harvesting opportunities, and attention to share‑class selection to address mutual‑fund fee layering.
Pleasantdale is a small, family‑owned advisory team that recently registered with the SEC (effective August 7, 2025) and reports no custody of client assets, no receipt of external sales or referral compensation, and that it does not vote client proxies. Distinctive offerings for a firm of its size include providing both ERISA 3(21) and 3(38) services to retirement plans and operating without an account minimum.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.45% annually Over $1,000,000+: 1.10% annually
$200 per hour for financial planning
Main office
Hackettstown NJ
Advisors at this office
3
Most active in
Connecticut · Florida · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael D
Series 65
Hackettstown, NJ
Pleasantdale Wealth Management, LLC
Michael Dudes is a financial advisor at Pleasantdale Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. He has been with Pleasantdale Wealth Management since 2019 and previously worked at American Portfolios from 2016 to 2019. Pleasantdale Wealth Management provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and corporate plan sponsors. The firm uses fundamental security analysis combined with tactical asset allocation and manages portfolios on a discretionary basis with periodic rebalancing and tax-loss harvesting.
William D
ChFC®, Series 63
Hackettstown, NJ
Pleasantdale Wealth Management, LLC
William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 to 2019. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.
Brian D
Series 65
Hackettstown, NJ
Pleasantdale Wealth Management, LLC
Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.
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