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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pandowealth LLC
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| CRD # | 281456 |
| SEC # | 801-120105 |
| CIK # | |
| AUM | $396.0 M (2025-07-28) |
| Employees | 25 (52% Investors, 0% Brokers) |
| Phone | 678-712-6656 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 53.7 |
| (b) Individuals (high net worth individuals) | 37 | 75.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 468 | 266.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,885 | 396.0 |
| By Discretionary | ||
| Discretionary | 1,339 | 117.7 |
| Non-Discretionary | 546 | 278.4 |
| Total | 1,885 | 396.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.0 | |
| Total | 1,885 | 396.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Innovations LLC
✚
|
GA | 0.4 |
|
Haven Wealth Group LLC
✚
|
TX | 0.4 |
|
Presidio Capital Management LLC
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CA | 0.4 |
|
Sterling Group Wealth Management LLC
✚
|
CA | 0.4 |
|
Semmax Financial Advisors Inc
✚
|
NC | 0.4 |
|
Sequent Planning LLC
✚
|
NE | 0.4 |
|
Talis Advisory Services LLC
✚
|
TX | 0.4 |
|
MainStreet RIA LLC
✚
|
MO | 0.4 |
|
Eaton-Cambridge Inc
✚
|
AZ | 0.4 |
|
Nova Financial LLC
✚
|
AZ | 0.4 |