CRD: 305910
Pathfinder Wealth Advisors, LLC
$20.8M Total AUM
$20.8M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value fusionRidge catalyst
- Established Date
- 02-26-2020
- Office Locations
- 1
Office Locations
2029 Century Park East STE 400n LOS Angeles CA
About Pathfinder Wealth Advisors, LLC
Pathfinder Wealth Advisors is a California-based RIA delivering holistic financial planning and family wealth consulting for individuals and families, including multi-generational goals. The firm emphasizes independent thinking and an open-architecture platform, leveraging an institutional network to source investment ideas and solutions across providers, with client access supported via an Axxcess portal.
Team overview
59 AVG AGE
$20.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Glacier fusion Ember crest Unison signal Meridian element Alpha foundation Pathway vector Unison eagle
Client Personas
Harbor
Custodian
Crest
Investment Themes
Insight Oak Atlas vertex
Investment Vehicles
Oak Vector
Platform
Pioneer harbor
Services
Element Wave vector Quantum radial Optima Legacy catalyst Pathway Legacy Quantum
Technology
Pioneer matrix Timber foundation
Owner & Executives
R
RICHARD MARION BLOSSER
Chief Compliance Officer, FOUNDER, Managing Partner
- CRD
- #1676712
- Ownership
- 75% or more
(393) 303-6346
north.ridge@frontiercapital.com
in linkedin.com/in/summit-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,777,225 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,777,225 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,777,225
Public Funds:
16.6% Equity - Exchange:
15.1% Cash:
15.6% Private Funds:
7.6% U.S. Government/Agency:
24.9% Corporate - Investment Grade:
10.7% Corporate - Non-Investment Grade:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $245,971,712 | 16.6% |
| Equity - Exchange | $223,745,352 | 15.1% |
| Cash | $231,154,139 | 15.6% |
| Private Funds | $112,613,555 | 7.6% |
| U.S. Government/Agency | $368,957,568 | 24.9% |
| Corporate - Investment Grade | $158,548,031 | 10.7% |
| Corporate - Non-Investment Grade | $140,766,944 | 9.5% |
| Total | $1,481,757,301 | 100.0% |