Pathview Wealth Advisors

RIASEC RegisteredEst. 2020

Total AUM

$583M

Discretionary

$546M

94% of AUM

Avg account

$456K

Accounts

1,278

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 308292
Registered since: May 20, 2020
Website: www.rowling.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.79%
Individuals14.95%
Charitable Organizations1.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pathview Wealth Advisors is an independent RIA organized as an LLC and registered with the SEC in 2020. The firm focuses on serving individual and family clients and offers a mix of financial planning and portfolio management across personal, small-business and institutional/pension relationships. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Pathview also lists accounting as a business activity, indicating integrated tax/accounting capabilities within its advisory offering. The practice does not identify as an active ESG investor and is not structured as a multi-state or related adviser. Pathview was named one of "Top RIA Firms to Watch" by investor.com in 2020.