PandowealtH. LLC

RIASEC RegisteredEst. 2021

Total AUM

$500M

Discretionary

$274M

55% of AUM

Avg account

$243K

Accounts

2,060

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 281456
Registered since: January 7, 2021
Website: www.pandowealth.com
Custodians: NEWEDGE SECURITIES, LLC, CHARLES SCHWAB & CO., INC., OSAIC INSTITUTIONS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans65.18%
HNWI21.8%
Individuals13.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PandowealtH. LLC is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2021. The firm serves both individual and family clients as well as institutional relationships, offering comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Its client fee arrangements combine asset-based fees and fixed-fee engagements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.