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Wealth Manager • Portland, United States

Pathlight Financial Planning

Pathlight Financial Planning is a wealth manager based in Portland, United States, founded in 2023. Verified contact details, AUM data, and investment preferences on FindLPs.

2023
Year Founded
Wealth Manager
Investor Type
Portland, United States
Headquarters
About

Pathlight Financial Planning

Comprehensive financial planning and investment management for individuals, couples and young families. They say it takes a village….build yours by partnering with a trusted financial professional.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.