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| Keyboard |
| Pandowealth LLC
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|---|---|
| CRD # | 281456 |
| SEC # | 801-120105 |
| CIK # | |
| AUM | 500.3 M (2026-04-21) |
| Employees | 28 (50% 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) | 288 | 65.1 |
| (b) Individuals (high net worth individuals) | 47 | 109.1 |
| (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 | 435 | 326.1 |
| (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 | 2,060 | 500.3 |
| By Discretionary | ||
| Discretionary | 1,679 | 274.1 |
| Non-Discretionary | 381 | 226.2 |
| Total | 2,060 | 500.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 500.3 | |
| Total | 2,060 | 500.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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FL | 506.7 M |
|
Perceptive Edge Investment Management Inc
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Elevated Capital Advisors LLC
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UT | 499.1 M |
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Presidio Capital Management LLC
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CA | 498.9 M |
|
Clark Financial Services Group Inc
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MO | 498.7 M |
|
Schmidt Financial Management Inc
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|
WA | 497.5 M |
|
Semmax Financial Advisors Inc
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|
NC | 495.4 M |
|
True Wealth Design LLC
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|
OH | 494.0 M |