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| Wayfinding Financial LLC
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|---|---|
| CRD # | 306208 |
| SEC # | 801-118057 |
| CIK # | 0001898131 |
| AUM | 353.5 M (2026-02-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 425-361-0707 |
| Address | 19020 33rd Avenue W Lynnwood, WA 98036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Paccar Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 82.1 |
| (b) Individuals (high net worth individuals) | 95 | 270.6 |
| (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 | 0.6 |
| (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 | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 925 | 353.5 |
| By Discretionary | ||
| Discretionary | 925 | 353.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 925 | 353.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 349.5 | |
| Total | 925 | 353.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001898131] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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