PANDOWEALTH. LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $500.3M |
| Discretionary | $274.1M55% of AUM |
| Non-Discretionary | $226.2M |
| Client Accounts | 2,060 |
| Avg Account Size | $243K |
| Employees | 28 |
| Peak AUM | $500.3MApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $500M | +26.3% | +36.6% | +46.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $500.3M |
| Discretionary | $274.1M |
| Employees | 28 |
| Client Accounts | 2060 |
| Client Range | 251-500 |
Contact & Location
Phone
678-712-6656
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$274M
54.8% of AUM
Non-Discretionary
$226M
45.2% of AUM
Disc. mix ▲ 25.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company