Pathview Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 28, 2026, reports $583M in regulatory assets under management, 14 employees, and 1,278 accounts.
Assets Under Management
$583M
Employees
14
Offices
--
Total Clients
362
Primary office
SAN DIEGO, CA
1455 FRAZEE ROAD, SUITE 700, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
229
2
HNWI
36.7%
133
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$583Mas of March 28, 2026
Discretionary93.6%
$546M
94% of total RAUM93.6%
Non-discretionary6.4%
$37M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$583M
Total Accounts1,278
10Y AUM Change+$583M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee26:1
10Y Employee Change+11 (+366.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.