RIA Intel›Advisers›Ohio›PATHFINDER WEALTH ADVISORS LLC

PATHFINDER WEALTH ADVISORS LLC

Advisory

N·MAYFIELD HEIGHTS, OH

Data as of Mar 15, 2024 · Source: SEC Form ADV

Total AUM

$70M

1-Year AUM Growth

-47.4%

3-Year CAGR

-20.5%

Employees

1

Assets Under Management

Total AUM$70M

Discretionary AUM$69M

Non-Discretionary AUM$702K

Discretionary %99%

Total Clients—

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record12

First FilingNov 6, 2020

Latest FilingMar 15, 2024

🔒 Full AUM trend chart and 12 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PATHFINDER WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.