{"url":"https://nivawealth.com/firms/pandowealth-281456","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281456","regulatoryAum":500276470,"crd":"281456","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6906811","suffix":null,"lastName":"Buffington","firstName":"Jacob","middleName":"Michael"},{"crd":"7806551","suffix":null,"lastName":"Cochran","firstName":"Jimmy","middleName":"Herschel"},{"crd":"8217779","suffix":null,"lastName":"Crawley","firstName":"Caleb","middleName":null},{"crd":"6954228","suffix":null,"lastName":"Ernsbarger","firstName":"Brenton","middleName":"D"},{"crd":"6449227","suffix":null,"lastName":"HANNOUSH","firstName":"DANIEL","middleName":"REMOUN"},{"crd":"5839850","suffix":null,"lastName":"LUSAKUENO","firstName":"JESSICA","middleName":"BARTON"},{"crd":"7434576","suffix":null,"lastName":"Meek","firstName":"Thomas","middleName":null},{"crd":"6831928","suffix":null,"lastName":"Meriweather","firstName":"Sidney","middleName":"Beth"},{"crd":"7184936","suffix":null,"lastName":"MOORE","firstName":"JACOB","middleName":"JEREMIAH"},{"crd":"7210416","suffix":null,"lastName":"Plunkett","firstName":"Gregory","middleName":"Sean"},{"crd":"6524907","suffix":null,"lastName":"RASMUSSEN","firstName":"JAMES","middleName":"ANDREW"},{"crd":"7472693","suffix":null,"lastName":"Whitt","firstName":"Daniel","middleName":null},{"crd":"3062301","suffix":"IV","lastName":"WILSON","firstName":"DONALD","middleName":"WINFRED"}],"total":13,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-21","regulatoryAum":80000000,"clients":453,"employees":6,"offices":2},{"filedOn":"2022-04-04","regulatoryAum":154923934,"clients":555,"employees":13,"offices":2},{"filedOn":"2023-08-02","regulatoryAum":191129857,"clients":621,"employees":12,"offices":1},{"filedOn":"2024-05-15","regulatoryAum":299297668,"clients":681,"employees":23,"offices":1},{"filedOn":"2025-07-28","regulatoryAum":396024999,"clients":719,"employees":25,"offices":1},{"filedOn":"2026-04-21","regulatoryAum":500276470,"clients":770,"employees":28,"offices":1}],"secFileNumber":"801-120105","legalName":"Pandowealth. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pandowealth. offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Pandowealth. use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pandowealth. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pandowealth. invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pandowealth.?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pandowealth. get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Pandowealth.?","answer":"Its phone number is 678-712-6656. Its website is pandowealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}