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PATHVIEW WEALTH ADVISORS

SAN DIEGO, CA · CRD 308292 · IAPD ↗ · pathview.com · 619 295 0200

$583.0MRegulatory AUM
6Advisory reps
14Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — PATHVIEW WEALTH ADVISORS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
July 2024 — ROWLING & ASSOCIATES LLC is now doing business as PATHVIEW WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2024 — ROWLING & ASSOCIATES LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.