PANDOWEALTH. LLC
SEC Form ADV profile.
Total regulatory AUM
$500,276,470
Discretionary
$274,060,837
Non-discretionary
$226,215,633
Firm details
- CRD number
- 281456
- SEC file number
- 801-120105
- Employees
- 28
- SEC status
- Approved
- Website
- https://www.cfa401k.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.