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Michael Andrew Dudes

Pleasantdale Wealth Management, LLC

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About Michael Andrew Dudes

Michael Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ. Michael is a registered Investment Advisor Representative in both New Jersey and Pennsylvania. Michael has been in the financial services industry since 2016. Michael has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Michael holds the Series 65 license. Pleasantdale Wealth Management, LLC is a fee-based advisory firm with a total of 307 client accounts and approximately $95.2 million in assets under management.

Firm Information

Michael 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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Michael Dudes’s Registration & Firm History

NJ

05/13/2024 - Present

Pleasantdale Wealth Management, LLC (HACKETTSTOWN NJ)

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Licenses & Designations

IA

Issued 04/04/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Andrew Dudes.
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