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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2020
- Office Locations
- 1
Office Locations
About Wayfinding Financial, LLC
Wayfinding Financial, LLC is a Lynnwood, WA advisory firm providing individualized financial planning and ongoing portfolio oversight designed to reduce client anxiety and build confidence. The team guides families through goal-based planning and client-specific investment strategies while keeping advice, custody, and investment-vehicle selection separated to support a fiduciary approach. Custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between July 8, 2025 and February 25, 2026, reported AUM increased 12.3%, from $314.7M to $353.5M.
Across 5 reported observations, AUM increased 35.2% between October 24, 2022 and February 25, 2026, from $261.5M to $353.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 364 clients, or 182 clients per representative. That equates to $971.1K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wayfinding Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TRENT J O'NEAL
Chief Compliance Officer, Partner
- CRD
- #5633010
- Ownership
- 75% or more
CATHIE JEAN ARTHURS
Partner
- CRD
- #5073528
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,477,294 | $382,138 |
| Non-Discretionary | $0 | -- |
| Total | $353,477,294 | $382,138 |
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Separately Managed Accounts
SMA allocation detail is available
Wayfinding Financial, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wayfinding Financial, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.