# Pathsetter Financial

Pathsetter Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://pathsetterfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/pathsetter-financial

## Regulatory record

- **CRD number:** 317577
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317577

## About

PathSetter Financial helps clients set a path to financial success by bringing process and clarity to their financial lives. They replace uncertainty with structured, goal-driven financial plans, starting by listening to understand needs and goals, then applying processes to maximize success. Services are customized and center on long-term comprehensive financial planning, with investment management available if chosen.

## Related profiles

- [OAC Capital Advisors](https://altss.com/profile/oac-capital-advisors-llc)
- [Rhizome Capital Management](https://altss.com/profile/rhizome-capital-management-llc)

---

Last updated: 2026-08-11T15:07:41.444Z

Canonical page: https://altss.com/profile/pathsetter-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology