Wayfinder Wealth Warriors LLC

Overview

Wayfinder Wealth Warriors LLC is an independent registered investment advisor operating as a limited liability company that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee model is flexible—charging a percentage of assets under management, hourly fees, and fixed fees—allowing engagement structures tailored to both ongoing advisory relationships and project work. Investment positioning tilts toward capital preservation and income: the firm reports a strong preference for fixed-income instruments and identifies U.S. government bonds as the single largest asset exposure. Wayfinder Wealth Warriors LLC also identifies as an active ESG investor, which suggests environmental, social and governance considerations are integrated into manager and security selection. The firm does not operate as a capital allocator to external private funds; its third-party alternative fund allocations are not listed.

Assets & Accounts

Investments & Alternatives

Location & Offices