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PATHVIEW WEALTH ADVISORS
ROWLING & ASSOCIATES LLC
CRD 308292 · SEC 801-118761
1455 FRAZEE ROAD, SUITE 700, SAN DIEGO, CA, 92108, United States
Phone
619 295 0200
Fax
619-295-0210
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$583.0M
Discretionary AUM
$545.8M
Team
14 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $87.1M |
| High net worth individuals | 133 | $488.5M |
States served
AZ, CA, CO, NY, OR, TN, WA, TX
All web addresses on file
- HTTPS://ROWLING.COM
- HTTPS://FACEBOOK.COM/PATHVIEWWEALTHADVISORS
- HTTPS://PVWADVISORS.COM/M/BLOG
- HTTPS://INSTAGRAM.COM/PATHVIEWWEALTH
- HTTPS://X.COM/PATHVIEWWEALTH
- HTTPS://THREADS.COM/@PATHVIEWWEALTH
- HTTPS://BSKY.APP/PROFILE/PATHVIEWWEALTH.BSKY.SOCIAL
- HTTPS://X.COM/PATHVIEW_WEALTH
- HTTPS://LINKEDIN.COM/COMPANY/PATHVIEW-WEALTH-ADVISORS
- HTTPS://PVWADVISORS.COM
- HTTPS://PATHVIEW.COM
- HTTPS://YOUTUBE.COM/@PATHVIEWWEALTHADVISORS
Official SEC filing: View on IAPD