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| Pandora Wealth Inc
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|---|---|
| CRD # | 331816 |
| SEC # | 801-130622 |
| CIK # | 0002045414 |
| AUM | 285.0 M (2026-03-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 630-230-6841 |
| Address | 1 Mid America Plaza Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.6 | ||
| Facebook Inc | 12.0 | ||
| Amazon Com Inc | 7.8 | ||
| Nvidia Corp | 4.0 | ||
| Microsoft Corp | 3.5 | ||
| Gilead Sciences Inc | 2.8 | ||
| Manhattan Pharmaceuticals Inc | 2.3 | ||
| SPDR Gold Trust | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 18.9 |
| (b) Individuals (high net worth individuals) | 58 | 216.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 236.0 |
| By Discretionary | ||
| Discretionary | 431 | 221.0 |
| Non-Discretionary | 22 | 15.0 |
| Total | 453 | 236.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.0 | |
| Total | 453 | 236.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045414] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Schulhoff & Co Inc
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OH | 286.3 M |
|
RPC Private Wealth LLC
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|
Financial Forum Inc
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|
WA | 285.8 M |
|
New England Research & Management Inc
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IL | 285.2 M |
|
Ayrshire Capital Management LLC
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CT | 285.1 M |
|
Physician Family Financial Advisors Inc
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OR | 284.9 M |
|
Kane Company Wealth Management Inc
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|
IA | 284.7 M |
|
Martin D Parlato & Associates Inc
✚
|
FL | 284.6 M |
|
Peninsula Asset Management Inc
✚
|
FL | 284.1 M |
|
Meridian Financial LLC
✚
|
MA | 283.9 M |