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

Adviser Profile

As of Date 04/12/2026
Registration status Registration Changed to PATHFINDER WEALTH MANAGEMENT, INC.
ADV Location ROCKFORD, IL, United States
Contact Info 815 xxxxxxx
Websites
AUM* 121,422,558 50%
of that, discretionary 115,712,012 43%
Number of Employees 5 25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 837,397 184%
% High Net Worth 32.41% 51%
SMA’s No
Private Funds 0

Adviser Type

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees