RIA Intel›Advisers›California›PLEASANTON WEALTH LLC

PLEASANTON WEALTH LLC

Advisory

PLEASANTON, CA

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in CA

#5,259

of 5,480 advisers by AUM

Average account

$71K

across 15 accounts

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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$1M

CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.

WOODLAND HILLS, CA

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MASTER STRUCTURED ALTERNATIVE ASSET RELATED STRATEGIES, LLC

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