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PATHFINDER WEALTH ADVISORS, LLC
CRD 305910 · SEC 801-117551
2029 CENTURY PARK EAST, STE 400N, LOS ANGELES, CA, 90067, United States
Phone
310-945-5490
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.8M
Discretionary AUM
$20.8M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFAMILY OFFICE AND PERSONALIZED CHIEF INVESTMENT OFFICER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $20.8M |
All web addresses on file
Official SEC filing: View on IAPD