Firm profile

PANDOWEALTH. LLC

CRD 281456Latest ADV April 21, 2026

PANDOWEALTH. LLC is a limited liability company.

Assets Under Management
$500M
Employees
28
Offices
--
Total Clients
770
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODaniel R. Hannoush
CCODaniel R. Hannoush
CIODonald W. Wilson

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 56.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
56.5%
435
2
Individuals
37.4%
288
3
HNWI
6.1%
47

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$500Mas of April 21, 2026
Discretionary54.8%
$274M
55% of total RAUM54.8%
Non-discretionary45.2%
$226M
45% of total RAUM45.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$500M
Total Accounts2,060
10Y AUM Change+$420M (+525.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28
Clients per Employee28:1
10Y Employee Change+22 (+366.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.