PPrivate Fund Data Log in Join · $37/mo

Pathfinder Wealth Consulting, Inc.

CRD 336658SEC# 801-134277Wilmington, NC
Export (members)
No longer SEC-registered. Pathfinder Wealth Consulting, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
17
Accounts
—
Location
Wilmington, NC

Pathfinder Wealth Consulting, Inc. assets under management

Pathfinder Wealth Consulting, Inc. operates as an SEC-registered investment adviser based in Wilmington, NC. It employs 17 people.
View on SEC.gov ↗

Pathfinder Wealth Consulting, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Christopher James WalshPartner & Wealth Advisor10-25%2025
Jason Thomas Wheeler ControlCeo & Wealth Advisor50-75%2025
John Brantley ZacharyPartner & Wealth Advisor10-25%2025
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How many employees does Pathfinder Wealth Consulting, Inc. have?

Pathfinder Wealth Consulting, Inc. reports 17 employees.

Where is Pathfinder Wealth Consulting, Inc. located?

Pathfinder Wealth Consulting, Inc. is based in Wilmington, NC.

Does Pathfinder Wealth Consulting, Inc. disclose fund performance?

Pathfinder Wealth Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4018 Oleander Drive, Suite 102, Wilmington, NC 28403
Office hours9a.m.-5p.m.
Discloses disciplinary historyNo