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PATHFINDER WEALTH ADVISORS LLC

MAYFIELD HEIGHTS, OH · CRD 173676 · IAPD ↗ · pathfinderwealthadvisors.com · 216-533-0463

$69.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — PATHFINDER WEALTH ADVISORS LLC (MAYFIELD HEIGHTS, OH) left the SEC roster (was $69.9M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — PATHFINDER WEALTH ADVISORS LLC reported RAUM down 47% ($132.8M -> $69.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.