RIA Intel›Advisers›PLEASANT STREET WEALTH ADVISORS, LLC

PLEASANT STREET WEALTH ADVISORS, LLC

Advisory

N·

Data as of Aug 12, 2024 · Source: SEC Form ADV

Total AUM
$113M
1-Year AUM Growth
+88.9%
3-Year CAGR
+37.6%
Employees
2
Assets Under Management
Total AUM$113M
Discretionary AUM$87M
Non-Discretionary AUM$26M
Discretionary %76.8%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record25
First FilingFeb 21, 2018
Latest FilingAug 12, 2024
🔒 Full AUM trend chart and 25 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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