Investment adviser · CRD 308292
PATHVIEW WEALTH ADVISORS
Investment adviser filing (IA)
ROWLING & ASSOCIATES LLC
SAN DIEGO, CA, United States · Form ADV filed Jun 9, 2026
- Regulatory AUM
- $583M Form ADV · Item 5.F
- Client accounts
- 1,278 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 133 | $488,495,327 | 83.8% |
| Individuals | 229 | $87,127,794 | 14.9% |
| Charities | Fewer than 5 | $7,350,127 | 1.3% |
Filing source
Form ADV 2112230 · Jun 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1455 FRAZEE ROAD, SUITE 700SAN DIEGO, CA, 92108, United States
CRD 308292
Filing source
Form ADV 2112230 · Jun 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.