WAYFINDING FINANCIAL, LLC
CRD #306208 SEC #801-118057 LYNNWOOD, WA 425-361-0707
SEC Registered
Total AUM
$314.7M
Discretionary
$314.7M
Employees
5
Clients
0
Accounts
900
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $314.7M | $314.7M | $0 | 5 | 0 |
| Jan 2025 | $314.7M | $314.7M | $0 | 5 | 0 |
| Apr 2024 | $292.4M | $292.4M | $0 | 4 | 0 |
| Mar 2024 | $292.4M | $292.4M | $0 | 4 | 0 |
| Nov 2023 | $248M | $247.5M | $536.6K | 7 | 0 |
| Sep 2023 | $248M | $247.5M | $536.6K | 7 | 0 |
| Mar 2023 | $248M | $247.5M | $536.6K | 7 | 0 |
| Mar 2023 | $248M | $247.5M | $536.6K | 7 | 0 |
| Oct 2022 | $261.5M | $260.9M | $515.9K | 7 | 0 |
| Jul 2022 | $261.5M | $260.9M | $515.9K | 7 | 0 |
| May 2022 | $261.5M | $260.9M | $515.9K | 7 | 0 |
| Feb 2022 | $261.5M | $260.9M | $515.9K | 7 | 0 |
| Sep 2021 | $231.6M | $229M | $2.7M | 3 | 0 |
| Mar 2021 | $231.6M | $229M | $2.7M | 3 | 0 |
| Dec 2020 | $169.4M | $169.4M | $0 | 3 | 0 |
| Oct 2020 | $169.4M | $169.4M | $0 | 3 | 0 |
| Aug 2020 | $169.4M | $169.4M | $0 | 3 | 0 |
| Jul 2020 | $169.4M | $169.4M | $0 | 3 | 0 |
| Jun 2020 | $169.4M | $169.4M | $0 | 3 | 0 |
| May 2020 | $169.4M | $169.4M | $0 | 3 | 0 |
| May 2020 | $169.4M | $169.4M | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$314.7M
Discretionary$314.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$314.7M
Discretionary$314.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$248M
Discretionary$247.5M
Non-Disc.$536.6K
Employees7
Clients0
DateSep 2023
Total AUM$248M
Discretionary$247.5M
Non-Disc.$536.6K
Employees7
Clients0
DateMar 2023
Total AUM$248M
Discretionary$247.5M
Non-Disc.$536.6K
Employees7
Clients0
DateMar 2023
Total AUM$248M
Discretionary$247.5M
Non-Disc.$536.6K
Employees7
Clients0
DateOct 2022
Total AUM$261.5M
Discretionary$260.9M
Non-Disc.$515.9K
Employees7
Clients0
DateJul 2022
Total AUM$261.5M
Discretionary$260.9M
Non-Disc.$515.9K
Employees7
Clients0
DateMay 2022
Total AUM$261.5M
Discretionary$260.9M
Non-Disc.$515.9K
Employees7
Clients0
DateFeb 2022
Total AUM$261.5M
Discretionary$260.9M
Non-Disc.$515.9K
Employees7
Clients0
DateSep 2021
Total AUM$231.6M
Discretionary$229M
Non-Disc.$2.7M
Employees3
Clients0
DateMar 2021
Total AUM$231.6M
Discretionary$229M
Non-Disc.$2.7M
Employees3
Clients0
DateDec 2020
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0