WAYFINDING FINANCIAL, LLC

CRD #306208 SEC #801-118057 LYNNWOOD, WA 425-361-0707

SEC Registered

Total AUM

$314.7M

Discretionary

$314.7M

Employees

Clients

Accounts

900

Firm Details

Organization Type: Limited Liability Company
State of Formation: Washington
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 8, 2025
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
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	E	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	D	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
BROKAW, TERESA, MICHELE	I	MEMBER	C	Control
ARTHURS, CATHIE, JEAN	I	MEMBER	B	Control
ARTHURS, CATHIE, JEAN	I	MEMBER	B	Control
ARTHURS, CATHIE, JEAN	I	MEMBER	B	Control
ARTHURS, CATHIE, JEAN	I	MEMBER	B	Control
ARTHURS, CATHIE, JEAN	I	MEMBER	B	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	B	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	B	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	B	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	B	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	B	Control
O'NEAL, DONALD, GENE	I	MANAGING MEMBER	B	Control
BROKAW, TERESA, MICHELE	I	MEMBER	A	Control
BROKAW, TERESA, MICHELE	I	MEMBER	A	Control
BROKAW, TERESA, MICHELE	I	MEMBER	A	Control
BROKAW, TERESA, MICHELE	I	MEMBER	A	Control
BROKAW, TERESA, MICHELE	I	MEMBER	A	Control
BROKAW, TERESA, MICHELE	I	MEMBER	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control
O'NEAL, TRENT, J	I	MEMBER, CCO	A	Control

Registrations

Federal

Jul 8, 2025 REGISTERED

Notice Filings (7)

AZ CA ID NE OR TX WA

Address

19020 33RD AVENUE W
SUITE 390
LYNNWOOD, WA 98036
United States

Phone: 425-361-0707