Pandora Wealth, Inc.
Pandora Wealth, Inc. is an SEC-registered wealth manager in Oakbrook Terrace, IL with $285.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Pandora Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331816, SEC 801-130622, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $285.0M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Oakbrook Terrace, IL
- Employees
- 7
- Clients
- 109
- CRD
- 331816
- Ownership
- GRECO, STEPHEN, ALBERT
How much AUM does Pandora Wealth, Inc. have?
Pandora Wealth, Inc. reported $285.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Pandora Wealth, Inc.?
Disclosed owners and executives of Pandora Wealth, Inc. include GRECO, STEPHEN, ALBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.