ROWLING & ASSOCIATES LLC
Legal name: PATHVIEW WEALTH ADVISORS
CRD #308292 SEC #801-118761 SAN DIEGO, CA 619 295 0200
SEC Registered
Total AUM
$579.6M
Discretionary
$544.7M
Employees
15
Clients
26
Accounts
1,332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $579.6M | $544.7M | $34.9M | 15 | 0 |
| Jun 2024 | $545.1M | $512.8M | $32.3M | 16 | 0 |
| Mar 2024 | $545.1M | $512.8M | $32.3M | 16 | 0 |
| Mar 2023 | $530M | $501.8M | $28.2M | 16 | 0 |
| Mar 2022 | $615.5M | $583.1M | $32.4M | 16 | 0 |
| Mar 2021 | $528.5M | $494.4M | $34.1M | 15 | 0 |
| Oct 2020 | $480.9M | $449.7M | $31.1M | 15 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$579.6M
Discretionary$544.7M
Non-Disc.$34.9M
Employees15
Clients0
DateJun 2024
Total AUM$545.1M
Discretionary$512.8M
Non-Disc.$32.3M
Employees16
Clients0
DateMar 2024
Total AUM$545.1M
Discretionary$512.8M
Non-Disc.$32.3M
Employees16
Clients0
DateMar 2023
Total AUM$530M
Discretionary$501.8M
Non-Disc.$28.2M
Employees16
Clients0
DateMar 2022
Total AUM$615.5M
Discretionary$583.1M
Non-Disc.$32.4M
Employees16
Clients0
DateMar 2021
Total AUM$528.5M
Discretionary$494.4M
Non-Disc.$34.1M
Employees15
Clients0
DateOct 2020
Total AUM$480.9M
Discretionary$449.7M
Non-Disc.$31.1M
Employees15
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0