PATHFINDER WEALTH ADVISORS LLC
CRD #173676 SEC #801-119941 MAYFIELD HEIGHTS, OH 216-533-0463
SEC Registered
Total AUM
$69.9M
Discretionary
$69.2M
Employees
3
Clients
26
Accounts
141
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $69.9M | $69.2M | $701.7K | 3 | 0 |
| Mar 2023 | $132.8M | $90.7M | $42.1M | 2 | 3 |
| Nov 2022 | $141.3M | $108.5M | $32.8M | 2 | 0 |
| Jul 2022 | $141.3M | $108.5M | $32.8M | 2 | 0 |
| Apr 2022 | $141.3M | $108.5M | $32.8M | 2 | 0 |
| Mar 2022 | $141.3M | $108.5M | $32.8M | 2 | 0 |
| Dec 2021 | $138.7M | $97.6M | $41.1M | 3 | 0 |
| Jun 2021 | $138.7M | $97.6M | $41.1M | 3 | 0 |
| Jun 2021 | $138.7M | $97.6M | $41.1M | 3 | 0 |
| Mar 2021 | $138.7M | $97.6M | $41.1M | 3 | 0 |
| Feb 2021 | $116.9M | $84.7M | $32.1M | 3 | 0 |
| Nov 2020 | $116.9M | $84.7M | $32.1M | 3 | 0 |
DateMar 2024
Total AUM$69.9M
Discretionary$69.2M
Non-Disc.$701.7K
Employees3
Clients0
DateMar 2023
Total AUM$132.8M
Discretionary$90.7M
Non-Disc.$42.1M
Employees2
Clients3
DateNov 2022
Total AUM$141.3M
Discretionary$108.5M
Non-Disc.$32.8M
Employees2
Clients0
DateJul 2022
Total AUM$141.3M
Discretionary$108.5M
Non-Disc.$32.8M
Employees2
Clients0
DateApr 2022
Total AUM$141.3M
Discretionary$108.5M
Non-Disc.$32.8M
Employees2
Clients0
DateMar 2022
Total AUM$141.3M
Discretionary$108.5M
Non-Disc.$32.8M
Employees2
Clients0
DateDec 2021
Total AUM$138.7M
Discretionary$97.6M
Non-Disc.$41.1M
Employees3
Clients0
DateJun 2021
Total AUM$138.7M
Discretionary$97.6M
Non-Disc.$41.1M
Employees3
Clients0
DateJun 2021
Total AUM$138.7M
Discretionary$97.6M
Non-Disc.$41.1M
Employees3
Clients0
DateMar 2021
Total AUM$138.7M
Discretionary$97.6M
Non-Disc.$41.1M
Employees3
Clients0
DateFeb 2021
Total AUM$116.9M
Discretionary$84.7M
Non-Disc.$32.1M
Employees3
Clients0
DateNov 2020
Total AUM$116.9M
Discretionary$84.7M
Non-Disc.$32.1M
Employees3
Clients0