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Wayfinding Financial, LLC

● SEC registered since 2020CRD 306208SEC# 801-118057Lynnwood, WA
Export (members)
Reg. AUM
$314.7M
Employees
5
Accounts
900
Location
Lynnwood, WA

Wayfinding Financial, LLC assets under management

Wayfinding Financial, LLC is an SEC-registered investment adviser based in Lynnwood, WA. The firm has been registered since 2020. It reports $314.7 million in regulatory assets under management and employs 5 people.
www.wayfindingfinancial.comView on SEC.gov ↗

Wayfinding Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cathie Jean Arthurs ControlMember10-25%2023
Trent J O'Neal ControlMember, CcoOver 75%2019

Frequently asked questions

How much does Wayfinding Financial, LLC manage?

Wayfinding Financial, LLC reports $314.7 million in regulatory assets under management on its Form ADV.

How many employees does Wayfinding Financial, LLC have?

Wayfinding Financial, LLC reports 5 employees.

Where is Wayfinding Financial, LLC located?

Wayfinding Financial, LLC is based in Lynnwood, WA and has been SEC-registered since 2020.

Does Wayfinding Financial, LLC disclose fund performance?

Wayfinding Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19020 33rd Avenue W, Suite 390, Lynnwood, WA 98036
Phone425-361-0707
Office hours8:00 a.m.- 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$314.7M
Non-discretionary$0
Total (RAUM)$314.7M