Pathfinder Wealth Advisors, LLC

Overview

Pathfinder Wealth Advisors, LLC is an independent, owner-operated RIA structured as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects outside advisers on behalf of clients. It bills through a mix of AUM-based fees, hourly charges and fixed-fee engagements, and identifies itself as a capital allocator that taps third-party managers for alternative exposures. Pathfinder lists an insurance company among its industry affiliations and reports state registrations in California and Montana. Pathfinder does not position itself as an ESG-focused manager. Its advisory footprint is relatively narrow in scale and client type, emphasizing personalized planning and outsourced-manager relationships rather than broad institutional business lines.

Assets & Accounts

Investments & Alternatives

Location & Offices