RIA Intel›Advisers›Oregon›PATHLIGHT FINANCIAL PLANNING LLC

PATHLIGHT FINANCIAL PLANNING LLC

Advisory

PORTLAND, OR

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$273K

across 33 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

MAXWELL FINANCIAL GROUP, INC

$9M

SCHULTZ AND ASSOCIATES INC.

$9M

KLEINSMITH RESOURCE MANAGEMENT, LLC

$8M

CSA GLOBAL ASSET MANAGEMENT LLC

LAKE OSWEGO, OR

$10M

BLUEWATER FINANCIAL, INC.

$8M

PARADISE ADVISOR GROUP LLC

$8M

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