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PATHVIEW WEALTH ADVISORS
Legal name: ROWLING & ASSOCIATES LLC
CRD 308292File 801-118761
APPROVED
Retail clients
Custody
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$583.0M
Above cohort median (national)
Discretionary AUM
$545.8M
Non-discretionary $37.2M
Clients
362
1,278 accounts
Employees
14
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://PATHVIEW.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2026 | Clients | 349 | 362 | increased by13 |
| Apr 1, 2026 | AUM | $579,618,540 | $582,973,248 | increased by$3,354,708 |
| Apr 1, 2026 | Accounts | 1,332 | 1,278 | decreased by54 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 15 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 323 | 349 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $615,511,679 | $579,618,540 | decreased by$35,893,139 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,185 | 1,332 | increased by147 |
| Apr 1, 2022 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2022 | Clients | 292 | 323 | increased by31 |
| Apr 1, 2022 | AUM | $528,514,182 | $615,511,679 | increased by$86,997,497 |
| Apr 1, 2022 | Accounts | 1,088 | 1,185 | increased by97 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PATHVIEW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATHVIEW WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.