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Brian William Dudes

Pleasantdale Wealth Management, LLC

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About Brian William Dudes

Brian Dudes is an Investment Advisor Representative at Pleasantdale Wealth Management, LLC. Brian Dudes is registered to provide investment advisory services in New Jersey and has a Series 65 license. Brian Dudes has been in the industry since May 2014. Brian Dudes has been with Pleasantdale Wealth Management, LLC since July 2019. The firm provides financial planning, pension consulting and portfolio management for individuals.

Firm Information

Brian Dudes is currently registered with Pleasantdale Wealth Management, LLC. Pleasantdale Wealth Management, LLC is an investment advisor with $95.20 million in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

$95.20M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Dudes’s Registration & Firm History

NJ

11/08/2021 - Present

Pleasantdale Wealth Management, LLC (HACKETTSTOWN NJ)

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Licenses & Designations

IA

Issued 10/05/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian William Dudes.
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