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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
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| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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