Fee-OnlyFinder

Pathfinder Wealth Advisors, LLC

Financial planning in Los Angeles, CA

State registeredNo commissions reported

Call (310) 945-5490Send a messageMap ↗

Public-record details

Address
2029 Century Park East, Ste 400n, Los Angeles, CA 90067
Phone
(310) 945-5490
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
305910
Registration
State registered: CA, MT
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$20.8 million
Accounts managed
7
Clients reported (Form ADV 5.D)
7
Individual / high-net-worth clients
0 / 7
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-03-31

State registered (CA, MT) investment adviser, CRD 305910, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Los Angeles

10 West Advisors, INC.145 S Fairfax Ave, Suite 200 · Los Angeles, CA 90036 · (312) 933-8617 · % of assets managedCRD 290598 · % of assets · $10.0 million AUMState registeredNo commissions reported7summit Advisors, LLC6080 Center Drive, Suite 600 · Los Angeles, CA 90045 · (310) 684-3650 · Financial planningCRD 171409 · % of assets · $25.7 million AUMState registeredNo commissions reportedAg Asset Advisory, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 907-8656 · Financial planningCRD 154406 · % of assets, Fixed fees, Performance-based fees · $440.5 million AUMSEC registeredNo commissions reportedAjax Asset Mgmt., LLC11661 San Vicente Blvd., Suite 860 · Los Angeles, CA 90049 · (310) 876-0781 · % of assets managedCRD 328746 · % of assets, Performance-based fees · $43.0 million AUMState registeredNo commissions reportedAligne Wealth Advisors Investment Management (Awaim)1801 Century Park East, Suite 1440 · Los Angeles, CA 90067 · (310) 795-0622 · Financial planningCRD 321735 · % of assets · $224.4 million AUMSEC registeredNo commissions reportedAllstreet Capital LLC707 Wilshire Blvd, Suite 4000 · Los Angeles, CA 90017 · (213) 443-6791 · Flat / fixed feesCRD 283564 · % of assets, Fixed fees · $218.0 million AUMSEC registeredNo commissions reportedAlpha Analytics Investment Group LLC1901 Avenue of the Stars, Suite 1100 · Los Angeles, CA 90067 · (310) 556-0389 · Hourly feesCRD 109844 · % of assets, Hourly charges, Other · $253.4 million AUMSEC registeredNo commissions reportedAlphanext, LLC2121 Avenue of the Stars, Suite 800 · Los Angeles, CA 90067 · (310) 553-5396 · % of assets managedCRD 297504 · % of assets · $68.5 million AUMState registeredNo commissions reported

All 127 in Los Angeles →