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PANDORA WEALTH, INC.
CRD 331816 · SEC 801-130622
1 MID AMERICA PLAZA, FLOOR 3, OAKBROOK TERRACE, IL, 60181, United States
Phone
(630) 230-6841
Fax
(630) 230-6833
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$285.0M
Discretionary AUM
$277.4M
Team
7 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $16.6M |
| High net worth individuals | 85 | $267.3M |
| Pension/profit sharing plans | 1 | $350K |
| Corporations/business entities | 3 | $700K |
States served
CA, GA, IL, TX
All web addresses on file
- https://www.linkedin.com/in/jessica-torres-32717816b/
- https://www.linkedin.com/in/sergiodelatorreatlanta/
- https://www.facebook.com/PandoraWealth/
- https://www.linkedin.com/in/david-tsow-a67577176/
- https://twitter.com/PandoraWealth
- https://www.linkedin.com/in/geneva-malagutti-13152a96/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/22339616/
- HTTP://WWW.PANDORAWEALTH.COM
- https://www.linkedin.com/in/stephengreco/
- https://www.youtube.com/channel/UC294A_tdv7Mft8HtAJlCKlA/featured
- https://twitter.com/StephenAGreco
Official SEC filing: View on IAPD