Wayfinding Financial, LLC

CRD 306208 · Lynnwood, WA · $353.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 306208
SEC number: 801-118057
Firm type: RIA
Assets under management: $353.5M as of Feb 25, 2026
Website: www.wayfindingfinancial.com ↗
Phone: 425-361-0707
Address: 19020 33rd Avenue W, Lynnwood, WA, 98036

Advisors at this firm

2 in our index · page 1 of 1

Cathie Jean ArthursCRD 5073528 · Lynnwood, WA

IA RegisteredRegistration inactive
Trent J O'nealCRD 5633010 · Lynnwood, WA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 306208 ↗ FINRA BrokerCheck record for firm CRD 306208 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.