Pandowealth. Llc
- Regulatory AUM
- $500M
- Discretionary
- $274M
- Clients
- 770
- Avg AUM / client
- $650K
- Accounts
- 2,060
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 288 | $65.1M | 13.0% |
| High net worth individuals | 47 | $109M | 21.8% |
| Pension and profit sharing plans | 435 | $326M | 65.2% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Andrew Rasmussen | Principal, Co Managing Member, Chief Growth Officer | CFP Personal Financial Specialist | Aug 2015 (11y) | 50% – 75% |
| Daniel Remoun Hannoush | Principal, Co Managing Member, Chief Executive Officer, Chief Compliance Officer | May 2016 (10y) | 50% – 75% | |
| Donald Winfred Wilson | Chief Investment Officer | CFP CFA | Apr 2024 (2y) | Less than 5% |
| Thomas Meek | Registered representative | Aug 2021 (5y) | ||
| Daniel Whitt | Registered representative | Dec 2021 (5y) | ||
| Jessica Barton Lusakueno | Registered representative | Jan 2022 (5y) | ||
| Brenton D Ernsbarger | Registered representative | Aug 2023 (3y) | ||
| Jimmy Herschel Cochran | Registered representative | Feb 2024 (2y) | ||
| Sidney Beth Meriweather | Registered representative | CFP | Feb 2024 (2y) | |
| Jaden Bryan Blansett | Registered representative | May 2024 (2y) | ||
| Gregory Sean Plunkett | Registered representative | Jan 2025 (2y) | ||
| Jacob Jeremiah Moore | Registered representative | Jul 2025 (1y) | ||
| Caleb Crawley | Registered representative | CFP | Feb 2026 (0y) | |
| Jacob Michael Buffington | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Newedge Securities, Inc. $240M (48% of AUM) Apr 2026
- Charles Schwab & Co. $155M (31% of AUM) Apr 2026
- Osaic Institutions, Inc. $75.0M (15% of AUM) Apr 2026
- Mid Atlantic Capital Corporation $56.4M (44% of AUM) Sep 2021
- Matrix Trust Company $18.5M (10% of AUM) Oct 2023
- Vestwell Advisors Llc $17.5M (22% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗