PATHFINDER WEALTH CONSULTING, INC. of WILMINGTON, NC is an SEC-registered investment adviser (CRD 336658). Regulatory assets under management: $865.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Christopher James Walsh | PARTNER & WEALTH ADVISOR | Braintree, MA |
| Jason Thomas Wheeler | CEO & WEALTH ADVISOR | — |
| John Brantley Zachary | PARTNER & WEALTH ADVISOR | — |
| Robert Leslie Penn | PRESIDENT & WEALTH ADVISOR | — |
| Margaret Jeanne Ernst | CHIEF COMPLIANCE OFFICER & CLIENT SERVICES MANAGER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CARY | NC | 2 | (919) 463-001 |
| CARY | NC | 2 | (919) 463-001 |