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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARK J. MCCANDLESS RESTATEMENT OF TRUST DTD 7/21/2011 | DE | SHAREHOLDER | E | Control |
| MARK J. MCCANDLESS RESTATEMENT OF TRUST DTD 7/21/2011 | DE | SHAREHOLDER | E | Control |
| MARK J. MCCANDLESS RESTATEMENT OF TRUST DTD 7/21/2011 | DE | SHAREHOLDER | E | Control |
| MCCANDLESS, MARK, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANDLESS, MARK, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANDLESS, MARK, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| TROTTA, JOSEPHINE, LASPINA | I | CHIEF INVESTMENT OFFICER | B | |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| TROTTA, JOSEPHINE, LASPINA | I | CHIEF INVESTMENT OFFICER | B | |
| TROTTA, JOSEPHINE, LASPINA | I | CHIEF INVESTMENT OFFICER | B | |
| TROTTA, JOSEPHINE, LASPINA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| McCandless, Leona, Mary | I | MARK J. MCCANDLESS RESTATEMENT OF TRUST DTD 7/21/2011 | F | Control |
| McCandless, Leona, Mary | I | MARK J. MCCANDLESS RESTATEMENT OF TRUST DTD 7/21/2011 | F | Control |
Registrations
Federal
IA
Mar 16, 2024 REGISTERED
Notice Filings (1)
OH
Address
6120 PARKLAND BLVD., SUITE 225MAYFIELD HEIGHTS, OH 44124
United States
Phone: 216-533-0463