Pathfinder Wealth Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Pathfinder Wealth Advisors LLC ✚
CRD #	173676
SEC #	801-119941
CIK #
AUM
Employees	3 (33% Investors, 0% Brokers)
Phone	216-533-0463
Address	6120 Parkland Blvd, Suite 225 Mayfield Heights, OH 44124
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	19	6.4
(b) Individuals (high net worth individuals)	26	63.1
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	1	0.4
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	141	69.9
By Discretionary
Discretionary	139	69.2
Non-Discretionary	2	0.7
Total	141	69.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		69.9
Total	141	69.9

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