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WAYFINDING FINANCIAL, LLC
CRD 306208File 801-118057
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$353.5M
Below cohort median (national)
Discretionary AUM
$353.5M
Clients
364
925 accounts
Employees
5
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 7, 2020
- Principal office
- 19020 33RD AVENUE W, SUITE 390, LYNNWOOD, WA, 98036
- Phone
- 425-361-0707
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $353.5M
- Discretionary AUM
- $353.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 925
- Non-discretionary accounts
- 0
- Total accounts
- 925
- AUM per client
- $971K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $162K |
| Charitable organizations | 1 | $595K |
| High net worth individuals | 95 | $270.6M |
| Individuals (other than high net worth individuals) | 266 | $82.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 354 | 364 | increased by10 |
| Mar 1, 2026 | AUM | $314,726,561 | $353,477,294 | increased by$38,750,733 |
| Mar 1, 2026 | Accounts | 900 | 925 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 5 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 434 | 354 | decreased by80 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $261,464,606 | $314,726,561 | increased by$53,261,955 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 979 | 900 | decreased by79 |
| Mar 1, 2022 | Employees | 3 | 7 | increased by4 |
| Mar 1, 2022 | Custody | No | Yes | |
| Mar 1, 2022 | Clients | 343 | 434 | increased by91 |
| Mar 1, 2022 | AUM | $231,629,921 | $261,464,606 | increased by$29,834,685 |
| Mar 1, 2022 | Accounts | 890 | 979 | increased by89 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WAYFINDING FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WAYFINDING FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.