Wayfinding Financial, LLC
Wayfinding Financial, LLC is an SEC-registered mass-market adviser in Lynnwood, WA with $353.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wayfinding Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306208, SEC 801-118057, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $353.5M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Lynnwood, WA
- Employees
- 5
- Clients
- 364
- CRD
- 306208
- Ownership
- O'NEAL, DONALD, GENE; O'NEAL, TRENT, J; BROKAW, TERESA, MICHELE; ARTHURS, CATHIE, JEAN
How much AUM does Wayfinding Financial, LLC have?
Wayfinding Financial, LLC reported $353.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Wayfinding Financial, LLC?
Disclosed owners and executives of Wayfinding Financial, LLC include O'NEAL, DONALD, GENE, O'NEAL, TRENT, J, BROKAW, TERESA, MICHELE, ARTHURS, CATHIE, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.