PANDOWEALTH. LLC
Adviser information for PANDOWEALTH. LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,220 | $90.9M |
| Non-Discretionary | 539 | $208.4M |
| Total | 1,759 | $299.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 194 | $49.9M |
| HNW Individuals | 26 | $53.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 461 | $195.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 58 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshopsTAX PREPARATION |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-120105 |
|---|---|
| SEC ERA File Number | 801-120105 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281456 |
| Legal Entity Identifier | None |
Principal Office
627 DOUBLETRACE LNPEACHTREE CITY
GA
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 678-712-6656, Fax: None
Chief Compliance Officer
DANIEL HANNOUSH
PRINCIPAL, CEO, CCO
335 LAKESIDE TRAIL
CANTON
GA
United States
Tel:
678-712-6656
C*********@**************M
(Full email address available in API data)
Industry Affiliates
| PANDOWEALTH. LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RASMUSSEN, JAMES, ANDREW | Individual | – | PRINCIPAL, CO-MANAGING MEMBER, CHIEF GROWTH OFFICER | 08/2015 | 50-75% |
| HANNOUSH, DANIEL, REMOUN | Individual | – | PRINCIPAL, CO-MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 05/2016 | 50-75% |