PANDOWEALTH. LLC
· CRD 281456
SEC-registered investment adviser since 2021 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$500.3m
- Main clients (by assets)Pension plans 65%, High net worth individuals 22%, Individuals 13%
- Websitecfa401k.com
- Form ADV · 2026-04-21SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)28 · 14 in investment roles