PATHFINDER WEALTH MANAGEMENT, INC.
Doing business as PATHFINDER ADVISORY, INC.. SEC Form ADV profile.
Total regulatory AUM
$121,422,558
Discretionary
$115,712,012
Non-discretionary
$5,710,546
Firm details
- CRD number
- 122768
- SEC file number
- 801-135820
- Main office
- ROCKFORD, IL, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.