DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

PANDOWEALTH. LLC

CRD 281456

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3be3079f-4c82-fd9f-59cb-1025ebb0ae0c

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 7
On other graphs: 1
Observed: Dec 7, 2020 to Apr 21, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Pandowealth. LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.35 fund_share=0.0 institutional_share=0.65 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $500MItem 5.F on the latest filing (2026-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $274M
Private client RAUM: $174MderivedItem 5.D individuals plus high net worth individuals
Private client share: 35%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $38.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 28
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,060
Individual clients: 288
High net worth clients: 47
SEC number: 801-120105
CRD: 281456
Filings on the tape: 23
First filed: Dec 7, 2020
Latest filed: Apr 21, 2026
Organised: Limited Liability Company, GA
Website: cfa401k.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES ANDREW RASMUSSEN	Certified Financial Planner\|Personal Financial Specialist	PEACHTREE CITY, GA	10	30	n/a	no
DANIEL REMOUN HANNOUSH	n/a	PEACHTREE CITY, GA	10	11	1	no
Thomas Meek	n/a	Abilene, TX \| PEACHTREE CITY, GA	5	12	n/a	no
Daniel Whitt	n/a	PEACHTREE CITY, GA	4	11	n/a	no
JESSICA BARTON LUSAKUENO	n/a	Chattahoochee Hills, GA \| PEACHTREE CITY, GA	4	15	1	no
Brenton D Ernsbarger	n/a	Conway, AR \| PEACHTREE CITY, GA	3	11	3	no
Sidney Beth Meriweather	Certified Financial Planner	PEACHTREE CITY, GA \| Fayetteville, AR	2	13	1	no
Jimmy Herschel Cochran	n/a	PEACHTREE CITY, GA	2	12	n/a	no
DONALD WINFRED WILSON	Certified Financial Planner\|Chartered Financial Analyst	PEACHTREE CITY, GA \| TUCKER, GA	2	23	2	no
Gregory Sean Plunkett	n/a	Orlando, FL \| PEACHTREE CITY, GA	1	10	n/a	no
JACOB JEREMIAH MOORE	n/a	PEACHTREE CITY, GA \| Wilmington, NC	1	11	n/a	no
Caleb Crawley	Certified Financial Planner	PEACHTREE CITY, GA \| Prairie Grove, AR	0	10	n/a	no
Jacob Michael Buffington	n/a	PEACHTREE CITY, GA \| Van Alstyne, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HANNOUSH, DANIEL, REMOUN	PRINCIPAL, CO-MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	D	yes	05/2016	Dec 7, 2020	May 15, 2024
RASMUSSEN, JAMES, ANDREW	PRINCIPAL, CO-MANAGING MEMBER, CHIEF GROWTH OFFICER	D	yes	08/2015	Dec 7, 2020	May 15, 2024
WILSON, DONALD, WINFRED	CHIEF INVESTMENT OFFICER	Na	yes	04/2024	May 15, 2024	May 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JAMES A RASMUSSEN	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 21, 2026	$500M	$274M	28	14	0	n/a	n/a
2024	Mar 31, 2025	$396M	$118M	26	13	0	n/a	n/a
2023	Mar 28, 2024	$299M	$90.9M	23	14	0	n/a	n/a
2022	Mar 31, 2023	$191M	$181M	12	8	0	n/a	n/a
2021	Apr 4, 2022	$155M	$151M	13	9	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	7.7%	0	1	0	2	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$500M	$396M	26.3%	$191M	37.8%	28	26	0	0

Relationships

Registered with (16)

← Jacob Michael BuffingtonAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Caleb CrawleyAdvisorregistration: current employment
Feb 25, 2026 to presentfactForm ADV
← JACOB JEREMIAH MOOREAdvisorregistration: current employment
Jul 26, 2025 to presentfactForm ADV
← Gregory Sean PlunkettAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← DONALD WINFRED WILSONAdvisorregistration: current employment
Jun 3, 2024 to presentfactForm ADV
← Sidney Beth MeriweatherAdvisorregistration: current employment
Feb 2, 2024 to presentfactForm ADV
← Jimmy Herschel CochranAdvisorregistration: current employment
Feb 2, 2024 to presentfactForm ADV
← Brenton D ErnsbargerAdvisorregistration: current employment
Aug 3, 2023 to presentfactForm ADV
← JESSICA BARTON LUSAKUENOAdvisorregistration: current employment
Jan 4, 2022 to presentfactForm ADV
← Daniel WhittAdvisorregistration: current employment
Dec 23, 2021 to presentfactForm ADV
← Thomas MeekAdvisorregistration: current employment
Aug 31, 2021 to presentfactForm ADV
← DANIEL REMOUN HANNOUSHAdvisorregistration: current employment
Jul 8, 2016 to presentfactForm ADV
← JAMES ANDREW RASMUSSENAdvisorregistration: current employment
Oct 19, 2015 to presentfactForm ADV
← Jaden Bryan BlansettAdvisorregistration: previous registration
May 23, 2024 to Aug 31, 2026factForm ADV
← Davis BradleyAdvisorregistration: previous registration
Jul 26, 2024 to Aug 1, 2025factForm ADV
← Robert Scott BurkholderAdvisorregistration: previous registration
Jan 13, 2022 to Jun 12, 2025factForm ADV

Controls (3)

← WILSON, DONALD, WINFREDOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
May 15, 2024 to May 15, 2024factForm ADV
← HANNOUSH, DANIEL, REMOUNOwnerPRINCIPAL, CO-MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 7, 2020 to May 15, 2024factForm ADV
← RASMUSSEN, JAMES, ANDREWOwnerPRINCIPAL, CO-MANAGING MEMBER, CHIEF GROWTH OFFICER, ownership code D, individual
Dec 7, 2020 to May 15, 2024factForm ADV

Dated events

Occurred
Aug 31, 2026
Advisor changed firm
Jaden Bryan Blansett left Pandowealth. Llc for Root Financial Partners (registered 2026-08-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2026
Regulatory AUM changed
Pandowealth. Llc reported RAUM $500.3M, up 26% from $396.0M (2025-10-15 to 2026-03-31)
Form ADVobserved 6 days ago
$104M
Occurred
Aug 1, 2025
Advisor changed firm
Davis Bradley left Pandowealth. Llc for Bradley Wealth Group, Llc (registered 2025-07-29)
Form ADVobserved 6 days ago
Occurred
Jun 12, 2025
Advisor changed firm
Robert Scott Burkholder left Pandowealth. Llc for Root Financial Partners (registered 2025-06-25)
Form ADVobserved 6 days ago
Occurred
May 15, 2024
Control person joined
Winfred Donald Wilson (Chief Investment Officer) appeared on Schedule A of Pandowealth. Llc
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
Pandowealth. Llc reported RAUM $299.3M, up 57% from $191.1M (2023-10-10 to 2024-03-28)
Form ADVobserved 6 days ago
$108M
Occurred
Dec 7, 2020
First Form ADV filing
One And Done Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3be3079f-4c82-fd9f-59cb-1025ebb0ae0c
First observed: Dec 7, 2020
Last observed: Apr 21, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PANDOWEALTH. LLC

CRD 281456

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3be3079f-4c82-fd9f-59cb-1025ebb0ae0c

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES ANDREW RASMUSSEN

Certified Financial Planner|Personal Financial Specialist

PEACHTREE CITY, GA

n/a

DANIEL REMOUN HANNOUSH

n/a

PEACHTREE CITY, GA

Thomas Meek

n/a

Abilene, TX | PEACHTREE CITY, GA

n/a

Daniel Whitt

n/a

PEACHTREE CITY, GA

n/a

JESSICA BARTON LUSAKUENO

n/a

Chattahoochee Hills, GA | PEACHTREE CITY, GA

Brenton D Ernsbarger

n/a

Conway, AR | PEACHTREE CITY, GA

Sidney Beth Meriweather

Certified Financial Planner

PEACHTREE CITY, GA | Fayetteville, AR

Jimmy Herschel Cochran

n/a

PEACHTREE CITY, GA

n/a

DONALD WINFRED WILSON

Certified Financial Planner|Chartered Financial Analyst

PEACHTREE CITY, GA | TUCKER, GA

Gregory Sean Plunkett

n/a

Orlando, FL | PEACHTREE CITY, GA

n/a

JACOB JEREMIAH MOORE

n/a

PEACHTREE CITY, GA | Wilmington, NC

n/a

Caleb Crawley

Certified Financial Planner

PEACHTREE CITY, GA | Prairie Grove, AR

n/a

Jacob Michael Buffington

n/a

PEACHTREE CITY, GA | Van Alstyne, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HANNOUSH, DANIEL, REMOUN

PRINCIPAL, CO-MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

yes

05/2016

Dec 7, 2020

May 15, 2024

RASMUSSEN, JAMES, ANDREW

PRINCIPAL, CO-MANAGING MEMBER, CHIEF GROWTH OFFICER

yes

08/2015

Dec 7, 2020

May 15, 2024

WILSON, DONALD, WINFRED

CHIEF INVESTMENT OFFICER

yes

04/2024

May 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JAMES A RASMUSSEN

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 21, 2026

$500M

$274M

n/a

2024

Mar 31, 2025

$396M

$118M

n/a

2023

Mar 28, 2024

$299M

$90.9M

n/a

2022

Mar 31, 2023

$191M

$181M

n/a

2021

Apr 4, 2022

$155M

$151M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$500M

$396M

26.3%

$191M

37.8%