Rowling & Associates LLC

Pathview Wealth Advisors, formerly known as Rowling & Associates LLC, is a registered investment adviser based in San Diego, California. The firm was established in 2024 and is managed by Tara Cordato, Juan Aguilar, and Lorenzo Sanchez. Pathview Wealth Advisors offers investment supervisory services, financial planning, and consulting. Clients can receive a written financial plan addressing various areas such as tax planning, retirement analysis, and investment alternatives. The firm manages client portfolios on a discretionary basis and primarily uses asset allocation and fundamental analysis in its investment strategies. Pathview Wealth Advisors charges an annual fee based on a percentage of assets under management, with a minimum quarterly fee. The firm does not accept performance-based fees or engage in side-by-side management. Clients have investment discretion, allowing the firm to trade securities without obtaining prior consent for each transaction. The firm does not receive compensation for client referrals and does not have a material interest in any securities. Pathview Wealth Advisors provides quarterly reports to clients and encourages annual reviews of financial planning and investment objectives. The firm does not have any disciplinary history or bankruptcy proceedings.