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WAYFINDING FINANCIAL, LLC

LYNNWOOD, WA · CRD 306208 · IAPD ↗ · wayfindingfinancial.com · 425-361-0707

$353.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2024 — WAYFINDING FINANCIAL, LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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