# Wayfinding Financial, LLC

> Wayfinding Financial, LLC is an SEC-registered investment advisory firm in Lynnwood, WA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 306208
- Filed as: WAYFINDING FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lynnwood, WA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306208
- AdvisorCensus page: https://advisorcensus.com/firm/wayfinding-financial-llc-lynnwood-wa-306208

## Quick answers

**How is Wayfinding Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wayfinding Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wayfinding Financial, LLC located?**
Wayfinding Financial, LLC's principal office is in Lynnwood, WA, according to its Form ADV.

**Is Wayfinding Financial, LLC registered with the SEC or a state?**
Wayfinding Financial, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306208.

**How much does Wayfinding Financial, LLC manage?**
Wayfinding Financial, LLC reports $353,477,294 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Wayfinding Financial, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wayfinding Financial, LLC: Regulatory assets under management: $231,629,921 in the October 2021 data and $353,477,294 in the October 2026 data, up 53%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wayfinding Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (266); high net worth individuals (95); corporations or other businesses not listed above (2).

**Which custodians does Wayfinding Financial, LLC use?**
Wayfinding Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wayfinding Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306208

**Does Wayfinding Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We do not have minimum dollar amount to open and maintain an advisory account with our Firm."

**What changed in Wayfinding Financial, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $314,726,561 to $353,477,294 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> We do not have minimum dollar amount to open and maintain an advisory account with our Firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $353,477,294
- Discretionary: $353,477,294
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 266 | $82,115,705 |
| High net worth individuals | 95 | $270,604,973 |
| Charitable organizations | 1 | $594,979 |
| Corporations or other businesses not listed above | 2 | $161,637 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, NE, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wayfindingfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $231,629,921 | 3 | September 2, 2021 |
| October 2022 | $261,464,606 | 7 | July 1, 2022 |
| October 2023 | $248,004,323 | 7 | September 7, 2023 |
| October 2024 | $292,402,854 | 4 | April 19, 2024 |
| October 2025 | $314,726,561 | 5 | July 8, 2025 |
| October 2026 | $353,477,294 | 5 | February 25, 2026 |

Regulatory assets under management: $231,629,921 in the October 2021 data and $353,477,294 in the October 2026 data, up 53%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $314,726,561 to $353,477,294 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wayfinding Financial, LLC (CRD 306208): Form ADV filing data as of October 2026.