Pathfinder Wealth Consulting is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated March 31, 2026, reports $866M in regulatory assets under management, 17 employees, 1 office, and 1,895 accounts.
Assets Under Management
$866M
Employees
17
Offices
1 office
Total Clients
654
Primary office
WILMINGTON, NC
4018 OLEANDER DRIVE, SUITE 102, WILMINGTON, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
379
2
HNWI
40.4%
264
3
Corporations
0.9%
6
4
Charitable
0.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$866Mas of March 31, 2026
Discretionary100.0%
$866M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$866M
Total Accounts1,895
10Y AUM Change+$866M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.