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| Happy Holidays!! thanks for using AUM13F!! |
| Pandora Wealth Inc
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| CRD # | 331816 |
| SEC # | 801-130622 |
| CIK # | 0002045414 |
| AUM | $236.0 M (2025-03-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 630-230-6841 |
| Address | 1 Mid America Plaza Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002045414 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 13.3 | ||
| Apple Inc | 13.2 | ||
| Amazon Com Inc | 7.6 | ||
| Nvidia Corp | 3.9 | ||
| Microsoft Corp | 3.7 | ||
| Manhattan Pharmaceuticals Inc | 2.8 | ||
| Gilead Sciences Inc | 2.6 | ||
| VISA Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Netflix Inc | 1.4 | ||
| SPDR Gold Trust | 1.4 | ||
| Wal Mart Stores Inc | 1.2 | ||
| AbbVie Inc | 1.1 | ||
| Sempra Energy | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|
| 13F-HR | [0002045414] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pathworks Financial Inc
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MI | 0.2 |
|
Riverplace Capital Management Inc
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FL | 0.2 |
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Crossgate Wealth Advisors LLC
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PA | 0.2 |
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Northeastern Star Asset Management Inc
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PA | 0.2 |
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Penney Financial LLC
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TX | 0.2 |
|
TPG Advisors LLC
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IL | 0.2 |
|
American Planning Services Inc
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|
FL | 0.2 |
|
Casilio Leitch Investments LLC
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|
CA | 0.2 |
|
Key Group Management Inc
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|
AZ | 0.2 |
|
Citadel Investment Advisory Inc
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|
0.2 |