CRD: 327636
Pathlight Financial Planning LLC
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-2023
- Office Locations
- 1
Office Locations
401 NE 19th AVE, Suite 200 Portland OR
About Pathlight Financial Planning LLC
Pathlight Financial Planning is a Portland, OR-based, founder-led CFP practice providing comprehensive financial planning and ongoing investment management for individuals, couples, and young families. The firm works to align client goals, values, and priorities with financial resources and offers a client portal for ongoing engagement. Custody includes Altruist.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$692.8K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JONAS BENJAMIN MERRILL
Certified Financial Planner, Chief Compliance Officer, FOUNDER
- CRD
- #5009041
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,006,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,006,416 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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