RIA Intelligence

PANDORA WEALTH, INC.

CRD #331816 SEC #801-130622 OAKBROOK TERRACE, IL (630) 230-6841
SEC Registered
Total AUM
$236M
Discretionary
$221M
Employees
4
Clients
25
Accounts
453

Firm Details

Organization Type
Corporation
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRECO, STEPHEN, ALBERTIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GRECO, STEPHEN, ALBERTIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GRECO, STEPHEN, ALBERTIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GRECO, STEPHEN, ALBERTIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 30, 2025 REGISTERED

Notice Filings (4)

CA GA IL TX

Address

1 MID AMERICA PLAZA
FLOOR 3
OAKBROOK TERRACE, IL 60181
United States
Phone: (630) 230-6841