AdvizorPro

Pandowealth. LLC

Pandowealth. LLC. CRD 281456

Pandowealth. LLC logo

CRD: 281456

Pandowealth. LLC

Peachtree City, GA
6787126656
$500.3M Total AUM
$274.1M Disc. AUM
42.1% 3Y CAGR
28 Employees
790 ADV. Clients
10 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Newedge Securities
Clients
Retail and Institutional
Platforms
Vital bridge
Established Date
10-19-2015
Office Locations
11

Office Locations

-- Abilene TX
-- Chattahoochee Hills GA
-- Conway AR

About Pandowealth. LLC

Pandowealth is a fee-only RIA delivering objective fiduciary wealth management and financial planning with no commissions or referral fees. The firm builds goal-based plans for living, giving, and legacy—covering tax planning, charitable/estate planning, and ongoing portfolio construction and guidance with regular check-ins. Serves retail and institutional clients, including business owners; custody includes Charles Schwab.

Team overview

38 AVG AGE
$35.7M AVG AUM / ADVISOR
$633.3K AVG AUM / CLIENT
3.7 yrs AVG TENURE
28 Employees
14 Advisory Reps
14 RIA Reps
10yrs Firm Age

Insights

Unlock to compare peer behavior around atlas momentum.
Premium access reveals conviction themes in harbor beacon.
Full visibility includes strategy notes for frontier pioneer ridge.
Full visibility includes strategy notes for north timber.
Full visibility includes strategy notes for radial optima foundation.
Unlock to compare peer behavior around unison legacy.
Upgrade to reveal position-level detail across north delta.
Premium access reveals conviction themes in momentum summit element.

Accredited Investors

Glacier vital

Asset Classes

Foundation pioneer Unison value Harbor Focus harbor Frontier Vector

Client Personas

Capital Vector

Custodian

Element harbor Element catalyst Optima signal Element

Investment Themes

Signal Prime frontier Matrix

Investment Vehicles

Quantum zenith

Platform

Frontier radial

Services

Legacy Element catalyst Pathway optima Legacy foundation Alpha ember Meridian Eagle radial Quantum Beacon crest

Technology

Quantum unison

Owner & Executives

DANIEL REMOUN HANNOUSH

DANIEL REMOUN HANNOUSH

Chief Compliance Officer, Chief Executive Officer, Founder

CRD
#6449227
Ownership
Less than 5%
(963) 855-3368
fusion.catalyst@capitalcapital.com
in linkedin.com/in/value-fusion
JAMES ANDREW RASMUSSEN

JAMES ANDREW RASMUSSEN

Chief Growth Officer, Founder

CRD
#6524907
Ownership
Less than 5%
(869) 726-3102
capital.insight@valuecapital.com
in linkedin.com/in/glacier-beacon
P

Peak frontier

Optima bridge

CRD
#53462
Ownership
19.3%
(209) 296-1300
value.meridian@crestcapital.com
in linkedin.com/in/vertex-oak

Showing 2 of 3 owners & executives

Unlock all

Contacts

Jaden Bryan Blansett

Jaden Bryan Blansett

Client Service Associate

CRD
#7906097
(284) 697-1293
value.ember@fusioncapital.com
in linkedin.com/in/crest-alpha
J

Jacob Michael Buffington

--

CRD
#6906811
(827) 279-4250
meridian.harbor@signalcapital.com
in linkedin.com/in/delta-quantum
O

Oak glacier

Insight meridian north

CRD
#75784
(729) 229-7165
eagle.timber@legacycapital.com
in linkedin.com/in/focus-legacy

Showing 2 of 14 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-06-2022
10-10-2023
05-15-2024
10-15-2025
04-21-2026
Category Assets AVG. Account size
Discretionary $274,060,837 $163,229
Non-Discretionary $226,215,633 $593,742
Total $500,276,470 $242,853

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $500,276,470

$500.3M Total SMA
Public Funds:
23.9%
Private Funds:
11.6%
Cash:
27.5%
Equity - Exchange:
37.0%
Asset class Assets Assets %
Public Funds $229,474,665 23.9%
Private Funds $111,376,825 11.6%
Cash $264,039,887 27.5%
Equity - Exchange $355,253,665 37.0%
Total $960,145,042 100.0%

Start a free trial and
prospect smarter