Member · Pleasantdale Wealth Management, LLC
Michael A. Dudes
CRD 6702742 · Named on Form ADV at one SEC-registered adviser
At a glance
Pleasantdale Wealth Management, LLC, an SEC-registered wealth manager with $114 million in regulatory assets, lists Michael A. Dudes on its Form ADV as Member.
Firms and roles
- Pleasantdale Wealth Management, LLCMemberWealth manager · United States · $114M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William E. DudesChief Compliance Officer/managing Member, Pleasantdale Wealth Management, LLC
- Brian W. DudesMember, Pleasantdale Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.