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PATHLIGHT FINANCIAL PLANNING LLC

CRD 327636

Visit website

401 NE 19TH AVE, SUITE 200, PORTLAND, OR, 97232, United States

Phone

971-357-2197

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$9.0M

Discretionary AUM

$9.0M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals7$2.1M
High net worth individuals4$6.9M

All web addresses on file

Official SEC filing: View on IAPD