Pandowealth. provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Pandowealth. reports 770 clients. They include 435 pension and profit-sharing plans, 288 individual clients, and 47 high-net-worth individuals. Of its assets, 54.8% ($274M across 1,679 accounts) are managed with discretion; $226M across 381 accounts are not. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 13% |
| High-net-worth individuals | 6% | 22% |
| Pension and profit-sharing plans | 56% | 65% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 288 | $65.1M | 13.0% | $226K |
| High-net-worth individuals | 47 | $109M | 21.8% | $2.32M |
| Pension and profit-sharing plans | 435 | $326M | 65.2% | $750K |
| Total | 770 | $500M | 100% | $650K |
- Clients
- 288
- Regulatory AUM
- $65.1M
- AUM share
- 13.0%
- Avg. per client
- $226K
- Clients
- 47
- Regulatory AUM
- $109M
- AUM share
- 21.8%
- Avg. per client
- $2.32M
- Clients
- 435
- Regulatory AUM
- $326M
- AUM share
- 65.2%
- Avg. per client
- $750K
Total
- Clients
- 770
- Regulatory AUM
- $500M
- AUM share
- 100%
- Avg. per client
- $650K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Pandowealth. is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Son of Rasmus, LLC owns 50% to 75% of Pandowealth. and is in turn owned by James Rasmussen (75% or more). Daniel Hannoush is CEO; the leadership team includes Chief Investment Officer Donald Wilson. It has 28 employees, 14 of them in advisory roles.
Leadership
- Daniel HannoushChief Executive Officer, Chief Compliance Officer
- James RasmussenChief Growth Officer
- Donald WilsonChief Investment Officer
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Jacob Michael Buffington
- Jimmy Herschel Cochran
- Caleb Crawley
- Brenton D Ernsbarger
- Daniel Remoun Hannoush
- Jessica Barton Lusakueno
- Thomas Meek
- Sidney Beth Meriweather
- Jacob Jeremiah Moore
- Gregory Sean Plunkett
- James Andrew Rasmussen
- Daniel Whitt
- Donald Winfred Wilson IV
Staff
- 28 employees
- 14 in advisory functions
- 14 state-registered reps
- Owns 50% to 75% of Pandowealth. LLC
Son of Rasmus, LLC
Control person · since January 2025
- Owns 75% or more of Son of Rasmus, LLC
James Rasmussen
Control person · since November 2024
- Owns 50% to 75% of Pandowealth. LLC
Hannoush Enterprises LLC
Control person · since January 2025
- Owns 75% or more of Hannoush Enterprises LLC
Daniel Hannoush
Control person · since February 2023
Pandowealth.’s regulatory assets grew 6.3× from $80M (July 2021) to $500M (April 2026); clients rose from 453 to 770 and employees from 6 to 28.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $500M | 770 | 28 | 1 |
| July 2025 | $396M | 719 | 25 | 1 |
| May 2024 | $299M | 681 | 23 | 1 |
| August 2023 | $191M | 621 | 12 | 1 |
| April 2022 | $155M | 555 | 13 | 2 |
| July 2021 | $80M | 453 | 6 | 2 |
Besides its headquarters, Pandowealth. has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Pandowealth. LLC
- Headquarters
- Not reported
- Website
- pandowealth.com
- Phone
- 678-712-6656
- @pandowealth
- SEC file
- 801-120105
- Structure
- Georgia LLC
- Fiscal year end
- December
Pandowealth. uses Newedge Securities ($240M, 51%), Charles Schwab ($155M, 33%) and Osaic Institutions ($75M, 16%) as custodians for its separately managed accounts. Pandowealth. does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $155M33%
- Osaic InstitutionsOsaic Institutions, Inc. · Meriden, CT · $75M16%
- Newedge SecuritiesNewedge Securities, LLC · Smithfield, RI · $240M51%
At year end, Pandowealth.’s separately managed accounts were mostly in funds (98%).
What the accounts hold
- Stocks1%
- Funds98%
- Registered funds95%
- Pooled vehicles3%
- Cash1%
How many clients does Pandowealth. have?
Pandowealth. has 770 clients and manages $500 million for them, as of April 2026. They include 435 pension and profit-sharing plans, 288 individual clients, and 47 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026
What services does Pandowealth. offer?
Pandowealth. provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pandowealth. use?
Pandowealth.’s separately managed account assets are held at Newedge Securities, LLC (Smithfield, RI), with $240M, Charles Schwab & Co., Inc. (Westlake, TX), with $155M and Osaic Institutions, Inc. (Meriden, CT), with $75M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 April 2026
How many financial advisors does Pandowealth. have?
Pandowealth. has 14 investment adviser representatives registered with state securities authorities, out of 28 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pandowealth. invest in?
At the end of its last fiscal year, Pandowealth.’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% pooled vehicles (private funds and similar), 1% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pandowealth.?
Pandowealth. is owned through holding companies by Daniel Hannoush and James Rasmussen. Its direct owners are Son of Rasmus, LLC (50% to 75%) and Hannoush Enterprises LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 April 2026
How does Pandowealth. get paid?
Pandowealth. is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pandowealth.?
Its phone number is 678-712-6656. Its website is pandowealth.com.