CRD: 328657
Wayfinder Wealth Warriors LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2024
- Office Locations
- 1
Office Locations
About Wayfinder Wealth Warriors LLC
Wayfinder Wealth Warriors is a fee-only fiduciary RIA offering project/hourly planning, subscription planning, and full-service investment management with comprehensive financial planning. The firm also supports small and corporate businesses with pro forma projections, valuations, and fractional CFO work. Led by CFA charterholder and service-disabled U.S. Navy veteran Jonathan Wallace; portfolios include ETFs and U.S. government/agency bonds (custody via Interactive Brokers).
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Investment Themes
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Owner & Executives
Jonathan Wallace
Chief Compliance Officer
- CRD
- #7820290
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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