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Pathfinder Wealth Advisors, LLC CRD 305910
$20.8M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2029 Century Park East Ste 400N, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| MT | RA | APPROVED | 2026-01-08 |
Branch Locations
2029 Century Park East Ste 400N, Los Angeles, CA 90067 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Los Angeles | CA | 11/2015 | 10/2019 |
| Axxcess Wealth Management, Llc | Los Angeles | CA | 10/2019 | Present |
| Pathfinder Wealth Advisors, Llc | Los Angeles | CA | 02/2020 | Present |
| Wedbush Securities Inc. | Los Angeles | CA | 10/2020 | 06/2021 |
(1) PATHFINDER WEALTH ADVISORS,LLC - CCO/ IAR / OWNER - LOS ANGELES, CA (2) AXXCESS WEALTH MANAGEMENT,LLC- IAR - LOS ANGELES, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-02 |
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