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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VertexMatrix wave
- Established Date
- 02-01-2020
- Office Locations
- 2
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUAN BERNARDO AGUILAR
Chief Compliance Officer, Director, DIRECTOR OF OPERATIONS, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
TARA MICHELLE CORDATO
Director, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Insight unison
Capital summit ridge
- CRD
- #40340
- Ownership
- 21.2%
Showing 2 of 3 owners & executives
Unlock allContacts
OMAR ALMARAZ
Wealth Advisor
- CRD
- #7727345
STEPHEN ANDREW DOSTER
Wealth Advisor
- CRD
- #5693487
Element legacy
Legacy ember
- CRD
- #62804
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $545,819,017 | $479,630 |
| Non-Discretionary | $37,154,231 | $265,387 |
| Total | $582,973,248 | $456,161 |
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Separately Managed Accounts
Total SMA Asset: $582,973,248
| 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% |