Asset manager
Pandowealth. LLC
SEC-registered investment adviser · CRD 281456 · SEC 801-120105
At a glance
Pandowealth. LLC is an SEC-registered investment adviser based in United States, with $500 million in regulatory assets under management as of its Form ADV filed April 21, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 335 individual clients. By Form ADV it is a asset manager, ranked 1,684th of 3,218 asset managers and 7,825th of 17,210 SEC-registered advisers by assets.
pandowealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $500M
- Rank among asset managers
- #1,684 of 3,218
- Rank among all SEC RIAs
- #7,825 of 17,210
- Individual clients
- 335
- High-net-worth clients
- 47
- Accounts
- 2,060
- Discretionary
- 55% of AUM
- Employees
- 28
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Daniel R. HannoushChief Executive Officer, Chief Compliance Officer
- James A. RasmussenChief Growth Officer
- Donald W. WilsonChief Investment Officer
Custody and brokerage
3 custodians
- Newedge Securities$240M51%
- Charles Schwab$155M33%
- Osaic Institutions$75M16%
Other RIAs using Newedge SecuritiesOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 435 | $326M | 65% |
| High-net-worth individuals | 47 | $109M | 22% |
| Individuals | 288 | $65M | 13% |
Disciplinary disclosures
Pandowealth. LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pandowealth.com ↗
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The full record on Pandowealth. LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,016 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pandowealth. LLC manage?
Pandowealth. LLC reports $500 million in regulatory assets under management across 2,060 accounts, 55% of it on a discretionary basis, on its Form ADV filed April 21, 2026.
What kind of firm is Pandowealth. LLC?
Pandowealth. LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Pandowealth. LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($326 million, 435 clients); high-net-worth individuals ($109 million, 47 clients); individuals ($65 million, 288 clients).
Does Pandowealth. LLC have any disciplinary history?
Pandowealth. LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pandowealth. LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →