Pandora Wealth, Inc.
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 331816
- Registered since
- July 5, 2024
- Website
- www.pandorawealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.8%
- Individuals5.83%
- Corporations / Businesses0.25%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pandora Wealth, Inc. is an independent, corporation-structured investment adviser that serves individual, family and institutional clients. The firm is SEC-registered (2024) and is owned by an individual owner. Its client-facing services center on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM billing and fixed fees. Pandora Wealth does not self-identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities32%
- Cash & Cash Equivalents9%
- Non-Investment Grade Corp Bonds2%
- Derivatives2%
Owners & executives
1 of 1
Stephen Greco
Chief Executive OfficerCRD 4519638
Contacts
2 of 2
David Tsow
Financial AdvisorCRD 4315641
Sergio De La Torre
Financial AdvisorCRD 4991068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$85.5M in ETFs
67%
$57.6M
33%
$28M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $14.6M | 21,271 | 17.03% |
Location
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 1980 Festival Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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