PATHVIEW WEALTH ADVISORS

Overview

Pathview Wealth Advisors is an independent registered investment advisor that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm combines traditional advisory work — financial planning, pension consulting and portfolio management for both individuals and small businesses — with accounting-related services. Its client base is primarily individual and family households, and it charges across a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment behavior is tilted toward public fund vehicles: the firm’s SMA assets are dominated by mutual funds and other public funds, which are used as the foundation of client portfolios. Pathview also supplements core allocations with third-party alternative managers, specifically hedge funds and private credit strategies, to pursue diversification and non-correlated return streams. The firm was named a Top RIA Firms to Watch by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices