Overview
Assets Under Management: $113 million
High-Net-Worth Clients: 20
Average Client Assets: $3.5 million
Frequently Asked Questions
PLEASANT STREET WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291962), PLEASANT STREET WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
PLEASANT STREET WEALTH ADVISORS, LLC serves 20 high-net-worth clients according to their SEC filing dated August 12, 2024. View client details ↓
According to their SEC Form ADV, PLEASANT STREET WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PLEASANT STREET WEALTH ADVISORS, LLC manages $113 million in client assets according to their SEC filing dated August 12, 2024.
According to their SEC Form ADV, PLEASANT STREET WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.45%
Average Client Assets: $3.5 million
Total Client Accounts: 196
Discretionary Accounts: 192
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 291962
Filing ID: 1893898
Last Filing Date: 2024-08-12 09:54:00