Assets Under Management
$314.7M
Number of Clients
354
Number of Advisors
3
Average Client AUM
$889K
AUM per Advisor
$104.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wayfinding Financial, LLC offers investment management services, primarily on a discretionary basis, allocating assets among equities, ETFs, mutual funds, and alternative investments. They also provide financial planning services, addressing estate, tax, charitable, and wealth transfer objectives. They may recommend third-party money managers or Betterment LLC. They also offer financial institution consulting services.
19020 33rd Avenue W, Suite 390, Lynnwood, WA, 98036