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| Keyboard |
| Pathfinder Wealth Management Inc
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|---|---|
| CRD # | 122768 |
| SEC # | 801-135820 |
| CIK # | |
| AUM | 121.4 M (2026-03-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 815-399-9806 |
| Address | 6981 Redansa Dr Rockford, IL 61108 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 43.0 |
| (b) Individuals (high net worth individuals) | 47 | 76.1 |
| (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 | 0 | 2.3 |
| (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 | 145 | 121.4 |
| By Discretionary | ||
| Discretionary | 135 | 115.7 |
| Non-Discretionary | 10 | 5.7 |
| Total | 145 | 121.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.4 | |
| Total | 145 | 121.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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Candide Group LLC
✚
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CA | 123.6 M |
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Q2 Wealth Management LLC
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FSC Wealth Advisors LLC
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CJC Wealth Management LLC
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Portfolio Resources Advisor Group Inc
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Encore Wealth Advisors LLC
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Regal Advisory Services Inc
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IL | 121.4 M |
|
Sentara Capital LLC
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GA | 119.6 M |
|
Boulevard Wealth Management Inc
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MN | 119.5 M |
|
CSP Financial Group LLC
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AZ | 119.2 M |