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Pandora Wealth, Inc.

● SEC registered since 2024CRD 331816SEC# 801-130622Oakbrook Terrace, IL
Export (members)
Reg. AUM
$236M
Employees
4
Accounts
453
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 $236 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/jessica-torres-32717816bView on SEC.gov ↗

Pandora Wealth, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stephen Albert Greco ControlPresident, Chief Executive Officer & Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Pandora Wealth, Inc. manage?

Pandora Wealth, Inc. reports $236 million in regulatory assets under management on its Form ADV.

How many employees does Pandora Wealth, Inc. have?

Pandora Wealth, Inc. reports 4 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

Address1 Mid America Plaza, Floor 3, Oakbrook Terrace, IL 60181
Phone(630) 230-6841
Fax(630) 230-6833
Office hours8:30 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$221M
Non-discretionary$15M
Total (RAUM)$236M