Wayfinding Financial LLC

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Assets, Funds, Holdings

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Wayfinding Financial LLC
CRD #306208
SEC #801-118057
CIK #0001898131
AUM $292.4 MM (2024-03-20)
Employees 4 (75% Investors, 0% Brokers)
Phone425-361-0707
Address19020 33rd Avenue W
Lynnwood, WA 98036
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 0.0
NVDA 399,550.0 0.0
AAPL 2,382,844.0 0.0
COST 207,576.9 0.0
SBUX 87,554.3 0.0
AMZN 1,092,997.8 0.0
BA 82,059.9 0.0
PCAR 28,930.7 0.0
PG 338,108.9 0.0
META 434,852.0 0.0
Holdings by Sector ($MM)
13010478522602022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 265 78.5
(b) Individuals (high net worth individuals) 85 213.5
(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 0.3
(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 1 0.0
(n) Other 0 0.0
Total 908 292.4
By Discretionary
Discretionary 908 292.4
Non-Discretionary 0 0.0
Total 908 292.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 292.4
Total 908 292.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001898131]
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Note Advisors LLC
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Spectrum Financial Inc
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Crescent Hill Partners LLC
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Wealth Management Consultants Colorado LLC
TX 0.3
Cadence Wealth Management LLC
MA 0.3
FSA Advisors Inc
MI 0.3
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