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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| AGUILAR, JUAN, BERNARDO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| CORDATO, TARA, MICHELLE | I | MANAGING MEMBER | C | Control |
| CORDATO, TARA, MICHELLE | I | MANAGING MEMBER | C | Control |
| CORDATO, TARA, MICHELLE | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Sanchez Lopez, Lorenzo, Andres | I | MANAGING MEMBER | C | Control |
| Weisinger, Tara, Michelle | I | MANAGING MEMBER | C | Control |
| Weisinger, Tara, Michelle | I | MANAGING MEMBER | C | Control |
| Weisinger, Tara, Michelle | I | MANAGING MEMBER | C | Control |
| Weisinger, Tara, Michelle | I | MANAGING MEMBER | C | Control |
| Weisinger, Tara, Michelle | I | MANAGING MEMBER | C | Control |
| Weisinger, Tara, Michelle | I | MANAGING MEMBER | C | Control |
| Weisinger, Tara, Michelle | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (8)
AZ CA CO NY OR TN TX WA
Address
1455 FRAZEE ROADSUITE 700
SAN DIEGO, CA 92108
United States
Phone: 619 295 0200