Pandora Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$283,951,611
Clients
105
Advisors
3
across 3 offices
About
Pandora Wealth provides discretionary portfolio management and financial planning to both individual clients — including high‑net‑worth households — and select business or institutional clients. Like many supported firms, it charges asset‑based fees and offers ongoing investment management alongside retirement rollover guidance and standalone financial planning arrangements.
The firm constructs customized, diversified portfolios using bonds, equities, ETFs, mutual funds, options, and other instruments, and relies on fundamental and cyclical analysis while retaining the flexibility to use derivatives, margin, tax‑loss harvesting, and alternative investments when suitable. Pandora Wealth explicitly tailors strategies for special situations (for example, low‑basis stock, legacy holdings, and concentrated positions) and supplements its services with estate‑planning document production through a relationship with Helios Integrated Planning.
Pandora Wealth is distinctive among peers as a self‑sponsored wrap fee program sponsor, meaning it bundles many advisory and recommended trading costs into a single wrap arrangement and may assume some non‑recommended transaction costs at its discretion. The firm also discloses a material custodial relationship with LPL Financial — including transition assistance in the form of a forgivable loan tied to an extended custodial commitment — and it does not accept proxy‑voting responsibility, leaving voting decisions to clients.
Client services
Expertise
Fee options
$5,000 - $15,000 for financial planning services
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $25,000,000: 0.50% $25,000,000+: 0.40%
Account minimum: $500,000
Main office
See office1980 Festival Plaza, Suite 300
Las Vegas NV 89135
Advisors at this office
1
Offices (3)
Most active in
California · Georgia · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sergio D
Series 63, Series 66
Roswell, GA
Pandora Wealth, Inc.
Sergio De La Torre is a financial advisor at Pandora Wealth, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity and Spotlight Asset Group. Outside of finance, he is the owner and operator of Pet Wants Alpharetta, a pet nutrition company offering natural pet food through an online and home-delivery program. Pandora Wealth provides discretionary portfolio management and financial planning to individual, business, and institutional clients. The firm creates customized, diversified portfolios using a range of investment instruments and offers specialized strategies for situations such as low-basis stock and legacy holdings.
Stephen G
Series 65, Series 66
Las Vegas, NV
Pandora Wealth, Inc.
Stephen Greco is a financial advisor at Pandora Wealth, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Spotlight Asset Group, Inc. and Creative Planning. Pandora Wealth provides discretionary portfolio management and financial planning to individual, high-net-worth, business, and institutional clients. The firm constructs customized diversified portfolios using a range of instruments and employs fundamental and cyclical analysis while maintaining flexibility for derivatives, margin, tax-loss harvesting, and alternative investments.
David T
Series 63, Series 66
San Diego, CA
Pandora Wealth, Inc.
David Tsow is a financial advisor at Pandora Wealth, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior work includes ten years at Charles Schwab and five years at Spotlight Asset Group. Pandora Wealth provides discretionary portfolio management and financial planning services to individual, high-net-worth, business, and institutional clients. The firm constructs customized, diversified portfolios and employs fundamental and cyclical analysis, offering tailored strategies for special situations alongside estate-planning document services through a partnership with Helios Integrated Planning.
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