PandowealtH. LLC

RIASEC Registered

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 ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PandowealtH. LLC is an independent registered investment adviser that began SEC registration in 2021. The firm functions as a capital allocator for a mix of individual/family and institutional clients, charging both a percentage-of-AUM fee and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and client education through seminars and workshops. The firm is not positioned as an ESG-focused investor and lists an accounting professional affiliation.