# Pathview Wealth Advisors

> Pathview Wealth Advisors is an SEC-registered investment advisory firm in San Diego, CA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 308292
- Filed as: PATHVIEW WEALTH ADVISORS
- Legal name: Rowling & Associates LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308292
- AdvisorCensus page: https://advisorcensus.com/firm/pathview-wealth-advisors-san-diego-ca-308292

## Quick answers

**How is Pathview Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Pathview Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Pathview Wealth Advisors located?**
Pathview Wealth Advisors' principal office is in San Diego, CA, according to its Form ADV.

**Is Pathview Wealth Advisors registered with the SEC or a state?**
Pathview Wealth Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308292.

**How much does Pathview Wealth Advisors manage?**
Pathview Wealth Advisors reports $582,973,248 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (94% discretionary).

**How have Pathview Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Pathview Wealth Advisors: Regulatory assets under management: $528,514,182 in the October 2021 data and $582,973,248 in the October 2026 data, up 10%. Total employees: 15 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pathview Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (229); high net worth individuals (133).

**Which custodians does Pathview Wealth Advisors use?**
Pathview Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pathview Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308292

**What changed in Pathview Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $582,973,248
- Discretionary: $545,819,017
- Non-discretionary: $37,154,231

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $87,127,794 |
| High net worth individuals | 133 | $488,495,327 |
| Charitable organizations | Fewer than 5 | $7,350,127 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 14 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NY, OR, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/PROFILE/PATHVIEWWEALTH.BSKY.SOCIAL
- pathview.com
- pvwadvisors.com
- pvwadvisors.com/M/BLOG
- rowling.com
- threads.com/@PATHVIEWWEALTH
- Facebook @PATHVIEWWEALTHADVISORS
- Instagram @PATHVIEWWEALTH
- LinkedIn @PATHVIEW-WEALTH-ADVISORS
- X @PATHVIEWWEALTH
- X @PATHVIEW_WEALTH
- YouTube @PATHVIEWWEALTHADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $528,514,182 | 15 | March 29, 2021 |
| October 2022 | $615,511,679 | 16 | March 31, 2022 |
| October 2023 | $529,976,818 | 16 | March 21, 2023 |
| October 2024 | $545,119,650 | 16 | June 13, 2024 |
| October 2025 | $579,618,540 | 15 | March 26, 2025 |
| October 2026 | $582,973,248 | 14 | June 9, 2026 |

Regulatory assets under management: $528,514,182 in the October 2021 data and $582,973,248 in the October 2026 data, up 10%.
Total employees: 15 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathview Wealth Advisors (CRD 308292): Form ADV filing data as of October 2026.