# Pathview Wealth Advisors

Pathview Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 308292
- **SEC file number:** 801-118761
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308292

## About

PATHVIEW WEALTH ADVISORS is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2020. The firm manages $583 million in assets, with $546 million on a discretionary basis. It has 14 employees and 6 investment advisers.

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Last updated: 2026-07-06T01:24:23.004Z

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