WAYFINDING FINANCIAL, LLC
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
FINTRXOverview
Wayfinding Financial, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2020. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services, as reported, include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, and it is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities30%
- Cash & Cash Equivalents8%
- State & Local Bonds7%
- Investment Grade Corp Bonds1%
Contacts
2 of 2TRENT O'NEAL
Partner and CCOCRD 5633010
CATHIE ARTHURS
Partner, AdvisorCRD 5073528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$145M in ETFs
44%
$63.9M
51%
$80.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $15.3M | 165,917 | 10.57% |
Location
LYNNWOOD, WA
SNOHOMISH
Location
LYNNWOOD, WA
Headquartered in LYNNWOOD, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- SNOHOMISH
- Address
- 19020 33rd Ave W
- Time zone
- PT (UTC-8)
- Office locations
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