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- Custodian
- Charles Schwab & Company · Newedge Securities
- Clients
- Retail and Institutional
- Platforms
- Vital bridge
- Established Date
- 10-19-2015
- Office Locations
- 11
Office Locations
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
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL REMOUN HANNOUSH
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6449227
- Ownership
- Less than 5%
JAMES ANDREW RASMUSSEN
Chief Growth Officer, Founder
- CRD
- #6524907
- Ownership
- Less than 5%
Peak frontier
Optima bridge
- CRD
- #53462
- Ownership
- 19.3%
Showing 2 of 3 owners & executives
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Jaden Bryan Blansett
Client Service Associate
- CRD
- #7906097
Jacob Michael Buffington
--
- CRD
- #6906811
Oak glacier
Insight meridian north
- CRD
- #75784
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,060,837 | $163,229 |
| Non-Discretionary | $226,215,633 | $593,742 |
| Total | $500,276,470 | $242,853 |
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Separately Managed Accounts
Total SMA Asset: $500,276,470
| 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% |