PATHLIGHT FINANCIAL PLANNING LLC

PATHLIGHT FINANCIAL PLANNING LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 327636). Regulatory assets under management: $9.0M.

Registration

• CRD: 327636
• Type: Registered investment adviser
• Location: 401 NE 19TH AVE, SUITE 200, PORTLAND, OR, 97232
• Phone: 971-357-2197
• Latest filing: 2026-03-13
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 327636 on SEC IAPD (source of record)
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