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| Pandowealth LLC
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| |
|---|---|
| CRD # | 281456 |
| SEC # | 801-120105 |
| CIK # | |
| AUM | $299.3 MM (2024-05-15) |
| Employees | 23 (61% Investors, 0% Brokers) |
| Phone | 678-712-6656 |
| Address | 627 Doubletrace Ln Peachtree City, GA 30269 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 49.9 |
| (b) Individuals (high net worth individuals) | 26 | 53.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 461 | 195.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,759 | 299.3 |
| By Discretionary | ||
| Discretionary | 1,220 | 90.9 |
| Non-Discretionary | 539 | 208.4 |
| Total | 1,759 | 299.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.3 | |
| Total | 1,759 | 299.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hanover Advisors Inc
✚
|
SC | 0.3 |
|
Canter Strategic Wealth Management LLC
✚
|
CA | 0.3 |
|
Sage Financial Management Group Inc
✚
|
VA | 0.3 |
|
Patron Partners LLC
✚
|
TX | 0.3 |
|
Goodman Advisory Group LLC
✚
|
MA | 0.3 |
|
National Wealth Management Group LLC
✚
|
OH | 0.3 |
|
Saling Simms Associates Inc
✚
|
OH | 0.3 |
|
NS Capital LLC
✚
|
CT | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |
|
Mattson Financial Services LLC
✚
|
MI | 0.3 |