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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 26, 2025 and June 9, 2026, reported AUM increased 0.6%, from $579.6M to $583.0M.
Across 5 reported observations, AUM decreased 5.3% between March 31, 2022 and June 9, 2026, from $615.5M to $583.0M.
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 6 advisory representatives and 362 clients, or 60.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pathview Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
Unlock allContacts
OMAR ALMARAZ
Wealth Advisor
- CRD
- #7727345
STEPHEN ANDREW DOSTER
Wealth Advisor
- CRD
- #5693487
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
SMA allocation detail is available
Pathview Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.