RIA Intel›Advisers›PANDOWEALTH. LLC

PANDOWEALTH. LLC

Advisory

N·

Data as of Apr 21, 2026 · Source: SEC Form ADV

Total AUM

$500M

1-Year AUM Growth

+56.6%

3-Year CAGR

+57.0%

Employees

14

Assets Under Management

Total AUM$500M

Discretionary AUM$274M

Non-Discretionary AUM$226M

Discretionary %54.8%

Total Clients719

Team

Total Employees14

Investment Advisers28

Employee Growth (1Y)+75.0%

Filing History

Total Filings on Record16

First FilingDec 7, 2020

Latest FilingApr 21, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PANDOWEALTH. LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.