PATHVIEW WEALTH ADVISORS

Legal name: ROWLING & ASSOCIATES LLC

CRD 308292File 801-118761

APPROVED

Retail clients

Custody

Filing as of Jun 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$583.0M

Above cohort median (national)

Discretionary AUM

$545.8M

Non-discretionary $37.2M

Clients

362

1,278 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: May 20, 2020
Principal office: 1455 FRAZEE ROAD, SUITE 700, SAN DIEGO, CA, 92108
Phone: 619 295 0200
Website: HTTPS://ROWLING.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $583.0M
Discretionary AUM: $545.8M
Non-discretionary AUM: $37.2M
Discretionary accounts: 1,138
Non-discretionary accounts: 140
Total accounts: 1,278
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$7.4M
High net worth individuals	133	$488.5M
Individuals (other than high net worth individuals)	229	$87.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.