Wayfinding Financial, LLC

RIASEC RegisteredEst. 2020

Total AUM

$353M

Discretionary

$353M

100% of AUM

Avg account

$382K

Accounts

925

Employees

Advisory reps

Firm details

Headquarters: Lynnwood, Washington
CRD number: 306208
Registered since: February 7, 2020
Website: wayfindingfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.56%
Individuals23.23%
Charitable Organizations0.17%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Wayfinding Financial, LLC is an independent, SEC-registered RIA formed in 2020 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients, and it provides a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is charged via a combination of percentage-of-AUM, hourly, and fixed fees. The firm identifies as non-ESG-active and is not registered as a multi-state adviser. It is not structured as a capital allocator, though its advisory menu includes allocations to third-party alternative managers. The ADV lists pension consulting among its advisory activities while also indicating it is not designated as a pension consultant.