{
  "crd_number": 305910,
  "slug": "pathfinder-wealth-advisors-llc-los-angeles-ca-305910",
  "primary_business_name": "PATHFINDER WEALTH ADVISORS, LLC",
  "legal_name": "PATHFINDER WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-10-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 20777225.0,
  "raum_discretionary": 20777225.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 20777225.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "MT"
  ],
  "websites": [
    "https://linkedin.com/in/richard-blosser-7b278b44",
    "https://pathfinderwealthadvisor.com",
    "https://twitter.com/rbloss89"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305910",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/pathfinder-wealth-advisors-llc-los-angeles-ca-305910",
  "display_name": "Pathfinder Wealth Advisors, LLC",
  "summary": "Pathfinder Wealth Advisors, LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Pathfinder Wealth Advisors, LLC (CRD 305910): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Pathfinder Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pathfinder Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pathfinder Wealth Advisors, LLC located?",
      "a": "Pathfinder Wealth Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is Pathfinder Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Pathfinder Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305910."
    },
    {
      "q": "How much does Pathfinder Wealth Advisors, LLC manage?",
      "a": "Pathfinder Wealth Advisors, LLC reports $20,777,225 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Pathfinder Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7)."
    },
    {
      "q": "Does Pathfinder Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305910"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pathfinder-wealth-advisors-llc-los-angeles-ca-305910.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 20777225.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305910",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}