CRD: 327636
Pathlight Financial Planning LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $692.8K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on September 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pathlight Financial Planning LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONAS BENJAMIN MERRILL
Certified Financial Planner, Chief Compliance Officer, FOUNDER
- CRD
- #5009041
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Pathlight Financial Planning LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.