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PANDOWEALTH. LLC
CRD 281456 · SEC 801-120105
AL, United States
Phone
678-712-6656
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$500.3M
Discretionary AUM
$274.1M
Team
28 total employees; 14 advisory reps; 20 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 288 | $65.1M |
| High net worth individuals | 47 | $109.1M |
| Pension/profit sharing plans | 435 | $326.1M |
States served
AL, AZ, AR, CA, CO, DE, GA, IL, IN, KS, LA, MD, NE, NJ, NC, OH, OK, OR, PA, SC, TN, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD