Wayfinding Financial, LLC
● SEC registered since 2020CRD 306208SEC# 801-118057Lynnwood, WA
Reg. AUM
$353.5M
Employees
5
Accounts
925
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 $353.5 million in regulatory assets under management and employs 5 people.
Wayfinding Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathie Jean Arthurs Control | Member | 10-25% | 2023 |
| Trent J O'Neal Control | Member, Cco | Over 75% | 2019 |
Frequently asked questions
How much does Wayfinding Financial, LLC manage?
Wayfinding Financial, LLC reports $353.5 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
| Address | 19020 33rd Avenue W, Suite 390, Lynnwood, WA 98036 |
| Phone | 425-361-0707 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$353.5M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$353.5Mregulatory AUM
Discretionary $353.5M