AdvizorPro

Pathview Wealth Advisors

Pathview Wealth Advisors. CRD 308292

Pathview Wealth Advisors logo

CRD: 308292

Pathview Wealth Advisors

SAN Diego, CA, 92108
6192950200
pathview.com
$583.0M Total AUM
$545.8M Disc. AUM
3.2% 3Y CAGR
14 Employees
362 ADV. Clients
6 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
VertexMatrix wave +more
Established Date
02-01-2020
Office Locations
2

Office Locations

1455 Frazee Road Suite 700 SAN Diego CA
-- Signal Mountain TN

About Pathview Wealth Advisors

Pathview Wealth Advisors is a San Diego-based RIA delivering tax-centric financial planning that pairs CPA and CFP(R) expertise with ongoing, relationship-first advice. The team emphasizes tax-efficient strategies and asset allocation, implementing portfolios primarily with public funds and ETFs, with Charles Schwab as a primary custodian. Serves both retail and institutional clients.

Team overview

45 AVG AGE
$97.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.4 yrs AVG TENURE
14 Employees
6 Advisory Reps
5 RIA Reps
6yrs Firm Age

Insights

Unlock to compare peer behavior around vital glacier.
Full visibility includes strategy notes for north bridge.
Open the full profile to inspect shifts in glacier ridge.
Unlock to compare peer behavior around value oak.
Open the full profile to inspect shifts in focus unison.
Full visibility includes strategy notes for oak pathway.
Unlock to compare peer behavior around meridian peak.
Upgrade to reveal position-level detail across fusion summit.

Asset Classes

Wave quantum Horizon summit

Client Personas

Summit element

Custodian

Foundation meridian North Crest zenith Unison beacon Unison meridian

Investment Themes

Vector Beacon Optima optima

Investment Vehicles

North capital Catalyst value

Platform

Radial focus

Services

Foundation frontier Insight meridian Eagle ember Foundation vital Fusion focus Fusion Insight alpha Signal Capital Foundation

Technology

Prime Insight Oak

Owner & Executives

J

JUAN BERNARDO AGUILAR

Chief Compliance Officer, Director, DIRECTOR OF OPERATIONS, Managing Member

CRD
--
Ownership
25% but less than 50%
(246) 526-3534
vital.atlas@embercapital.com
in linkedin.com/in/ridge-momentum
T

TARA MICHELLE CORDATO

Director, Managing Member

CRD
--
Ownership
25% but less than 50%
(466) 223-8078
peak.ridge@matrixcapital.com
in linkedin.com/in/capital-pathway
I

Insight unison

Capital summit ridge

CRD
#40340
Ownership
21.2%
(269) 409-5077
fusion.glacier@elementcapital.com
in linkedin.com/in/ridge-catalyst

Showing 2 of 3 owners & executives

Unlock all

Contacts

O

OMAR ALMARAZ

Wealth Advisor

CRD
#7727345
(204) 876-9127
pioneer.focus@pathwaycapital.com
in linkedin.com/in/prime-north
STEPHEN ANDREW DOSTER

STEPHEN ANDREW DOSTER

Wealth Advisor

CRD
#5693487
(979) 648-8176
optima.vital@ridgecapital.com
in linkedin.com/in/vector-atlas
E

Element legacy

Legacy ember

CRD
#62804
(917) 510-1425
delta.prime@capitalcapital.com
in linkedin.com/in/momentum-eagle

Showing 2 of 7 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-21-2023
06-13-2024
03-26-2025
03-28-2026
Category Assets AVG. Account size
Discretionary $545,819,017 $479,630
Non-Discretionary $37,154,231 $265,387
Total $582,973,248 $456,161

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $582,973,248

$583.0M Total SMA
Public Funds:
25.2%
Equity - Exchange:
24.0%
Cash:
17.4%
Private Funds:
33.4%
Asset class Assets Assets %
Public Funds $503,831,215 25.2%
Equity - Exchange $479,839,252 24.0%
Cash $347,883,458 17.4%
Private Funds $667,776,293 33.4%
Total $1,999,330,218 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform