AUMdb

Pangaro Wealth Management Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 342241 · · www.linkedin.com
☆ Save with Pro ADV data as of Aug 21, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

AUM over time

$0 $0
Aug 6, 2026 Aug 21, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 21, 2026

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 21, 2026.

View current Form ADV (SEC/IAPD) ↗