Investment adviser · CRD 331816
PANDORA WEALTH, INC.
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $285M Form ADV · Item 5.F
- Client accounts
- 109 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 85 | $267,322,111 | 93.8% |
| Individuals | 20 | $16,629,500 | 5.8% |
| Corporations & businesses | 3 | $700,000 | 0.2% |
| Retirement plans | Fewer than 5 | $350,000 | 0.1% |
Filing source
Form ADV 2114105 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1980 FESTIVAL PLAZA, SUITE 300LAS VEGAS, NV, 89135, United States
CRD 331816
Filing source
Form ADV 2114105 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.