# Pathfinder Wealth Advisors, LLC

> 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.

- CRD: 305910
- Filed as: PATHFINDER WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305910
- AdvisorCensus page: https://advisorcensus.com/firm/pathfinder-wealth-advisors-llc-los-angeles-ca-305910

## Quick answers

**How is Pathfinder Wealth Advisors, LLC compensated?**
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).

**Where is Pathfinder Wealth Advisors, LLC located?**
Pathfinder Wealth Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Pathfinder Wealth Advisors, LLC registered with the SEC or a state?**
Pathfinder Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305910.

**How much does Pathfinder Wealth Advisors, LLC manage?**
Pathfinder Wealth Advisors, LLC reports $20,777,225 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Pathfinder Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Pathfinder Wealth Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,777,225
- Discretionary: $20,777,225
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $20,777,225 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305910

### Websites listed on Form ADV (Item 1.I)
- pathfinderwealthadvisor.com
- LinkedIn @richard-blosser-7b278b44
- X @rbloss89

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathfinder Wealth Advisors, LLC (CRD 305910): Form ADV filing data as of October 2026.
