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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2024
- Office Locations
- 3
Office Locations
About Pandora Wealth, Inc.
Pandora Wealth is an SEC-registered boutique investment adviser structured like a family office, providing integrated wealth management for individuals, families, professionals, and business owners. Services span investment management, retirement, tax, risk/insurance, and estate planning plus corporate retirement solutions. Portfolios use ETF/index models and concentrated stock strategies with covered-call and cash-secured-put overlays, alongside access to private equity/real estate and a proprietary hedge fund. Custody via LPL.
Reported data analysis
What the numbers show
Between March 30, 2025 and July 30, 2026, reported AUM increased 20.8%, from $236.0M to $285.0M.
Across 3 reported observations, AUM increased 38.9% between November 1, 2024 and July 30, 2026, from $205.1M to $285.0M.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 4 advisory representatives and 109 clients, or 27.3 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 3 reported office locations and 2 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
STEPHEN ALBERT GRECO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4519638
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SERGIO DE LA TORRE
--
- CRD
- #4991068
DAVID CHIEN TSOW
--
- CRD
- #4315641
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,443,211 | $2,568,919 |
| Non-Discretionary | $7,558,400 | $7,558,400 |
| Total | $285,001,611 | $2,614,694 |
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Separately Managed Accounts
SMA allocation detail is available
Pandora Wealth, Inc. has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
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Pandora Wealth, Inc.'s 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.