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PATHFINDER ADVISORY, INC.
PATHFINDER WEALTH MANAGEMENT, INC.
CRD 122768 · SEC 801-135820
6981 REDANSA DR, ROCKFORD, IL, 61108, United States
Phone
815.399.9806
Fax
815.399.7808
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.4M
Discretionary AUM
$115.7M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $43.0M |
| High net worth individuals | 47 | $76.1M |
States served
IL, WI, TX
All web addresses on file
Official SEC filing: View on IAPD