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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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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