Pathview Wealth Advisors
Pathview Wealth Advisors is an SEC-registered wealth manager in San Diego, CA with $583.0M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Pathview Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308292, SEC 801-118761, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $583.0M (2026-06-09)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 14
- Clients
- 362
- CRD
- 308292
- Ownership
- Sanchez Lopez, Lorenzo, Andres; Weisinger, Tara, Michelle; AGUILAR, JUAN, BERNARDO; CORDATO, TARA, MICHELLE; SANCHEZ LOPEZ, LORENZO, ANDRES
How much AUM does Pathview Wealth Advisors have?
Pathview Wealth Advisors reported $583.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Pathview Wealth Advisors?
Disclosed owners and executives of Pathview Wealth Advisors include Sanchez Lopez, Lorenzo, Andres, Weisinger, Tara, Michelle, AGUILAR, JUAN, BERNARDO, CORDATO, TARA, MICHELLE, SANCHEZ LOPEZ, LORENZO, ANDRES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.