# PATHLIGHT FINANCIAL PLANNING LLC

PATHLIGHT FINANCIAL PLANNING LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 327636
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327636/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327636/similar
- Related entities: https://search.stillhousedata.com/firm/327636/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327636

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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.