PATHFINDER ADVISORY, INC.
  • PATHFINDER ADVISORY, INC.
  • PATHFINDER WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 03/13/2026
Registration SEC, Approved, 04/10/2026
Other registrations (6)
Former registrations

PATHFINDER WEALTH MANAGEMENT, INC.

ADV Location ROCKFORD, IL, United States
Contact Info 815 xxxxxxx
Websites
AUM* 121,422,558
of that, discretionary 115,712,012
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 837,397
% High Net Worth 32.41%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

116M 99M 83M 66M 50M 33M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees