Pandora Wealth, Inc.
● SEC registered since 2024CRD 331816SEC# 801-130622Oakbrook Terrace, IL
Reg. AUM
$285M
Employees
7
Accounts
109
Location
Oakbrook Terrace, IL
Pandora Wealth, Inc. assets under management
Pandora Wealth, Inc. is an SEC-registered investment adviser based in Oakbrook Terrace, IL. The firm has been registered since 2024. It reports $285 million in regulatory assets under management and employs 7 people.
Pandora Wealth, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Albert Greco Control | President, Chief Executive Officer & Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Pandora Wealth, Inc. manage?
Pandora Wealth, Inc. reports $285 million in regulatory assets under management on its Form ADV.
How many employees does Pandora Wealth, Inc. have?
Pandora Wealth, Inc. reports 7 employees.
Where is Pandora Wealth, Inc. located?
Pandora Wealth, Inc. is based in Oakbrook Terrace, IL and has been SEC-registered since 2024.
Does Pandora Wealth, Inc. disclose fund performance?
Pandora Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Mid America Plaza, Floor 3, Oakbrook Terrace, IL 60181 |
| Phone | (630) 230-6841 |
| Fax | (630) 230-6833 |
| Office hours | 8:30 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$285M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$285Mregulatory AUM
Discretionary $277.4MNon-discretionary $7.6M