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| Pandowealth LLC
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|
|---|---|
| CRD # | 281456 |
| SEC # | 801-120105 |
| CIK # | |
| AUM | $191.1 MM (2023-03-31) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 678-712-6656 |
| Address | 627 Doubletrace Ln Peachtree City, GA 30269 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 38.1 |
| (b) Individuals (high net worth individuals) | 15 | 31.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 421 | 121.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,060 | 191.1 |
| By Discretionary | ||
| Discretionary | 1,001 | 181.4 |
| Non-Discretionary | 59 | 9.7 |
| Total | 1,060 | 191.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.1 | |
| Total | 1,060 | 191.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Abbey Street LLC
✚
|
MN | 0.2 |
|
Koenig Investment Advisory LLC
✚
|
OR | 0.2 |
|
Clearbrook Investment Solutions LLC
✚
|
CT | 0.2 |
|
Fairlead Strategies LLC
✚
|
CT | 0.2 |
|
Elevation Capital Advisory LLC
✚
|
OR | 0.2 |
|
Clear Point Advisors Inc
✚
|
NY | 0.2 |
|
Cottage Street Advisors LLC
✚
|
MA | 0.2 |
|
Redrock Wealth Management LLC
✚
|
NV | 0.2 |
|
New Century Financial Group LLC
✚
|
NJ | 0.2 |
|
Eaton-Cambridge Inc
✚
|
AZ | 0.2 |