# WAYFINDING FINANCIAL, LLC

WAYFINDING FINANCIAL, LLC of LYNNWOOD, WA is an SEC-registered investment adviser.

## Registration

- CRD: 306208
- Type: SEC-registered investment adviser
- SEC file number: 801-118057
- Location: 19020 33RD AVENUE W, LYNNWOOD, WA, 98036
- Phone: 425-361-0707
- Latest filing: 2026-02-25
- Regulatory AUM: $353.5M
- Discretionary AUM: $353.5M
- Clients: 5
- Accounts: 925

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Trent J O'Neal | MEMBER, CCO | — |
| Cathie Jean Arthurs | MEMBER | — |
| O'NEAL DONALD GENE | MANAGING MEMBER | — |
| O'NEAL TRENT J | MEMBER, CCO | — |
| BROKAW TERESA MICHELE | MEMBER | — |
| ARTHURS CATHIE JEAN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306208/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306208/similar
- Related entities: https://search.stillhousedata.com/firm/306208/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306208

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.