PATHVIEW WEALTH ADVISORS

1455 Frazee Road
Suite 700
San Diego, California 92108
Tel: 619 295 0200

About PATHVIEW WEALTH ADVISORS

PATHVIEW WEALTH ADVISORS, formally registered with the SEC as PATHVIEW WEALTH ADVISORS. The firm was established in 05/20/2020. They have over 1 offices throughout the country.

PATHVIEW WEALTH ADVISORS is a San Diego, California based Financial Planning firm with nearly $545,119,650 assets under management, offering retirement planning & investment advisory services to 1238 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308292
SEC#	801-118761
Assets Managed by Firm	$545,119,650
No. of Clients	1238
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1238	$545,119,650
Individuals (other than high net worth individuals)	242	$87,964,558
High net worth individuals	119	$450,113,673
Charitable organizations	Fewer than 5 clients	$7,041,419

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