What departments does Pathview Wealth Advisors have?

Pathview Wealth Advisors has employees across 8 departments including Information Technology, Finance, Healthcare Services, Military & Protective Services, Administrative.

What is the largest department at Pathview Wealth Advisors?

The largest department at Pathview Wealth Advisors is Healthcare Services with 6 employees.

Where are Pathview Wealth Advisors employees located globally?

Pathview Wealth Advisors has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Pathview Wealth Advisors's team size changed over time?

Pathview Wealth Advisors's team has decreased from approximately 17 to 15 employees based on available data.

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Pathview Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Pathview Wealth Advisors is a financial services firm based in San Diego, California, offering independent wealth management with a tax-focused approach. The team combines CPA-level precision with CFP-certified financial planning to create integrated strategies that go beyond traditional wealth management.

They pursue a holistic, in-house approach to tax planning, seeking opportunities to reduce liabilities and align tax outcomes with the overall financial plan. The firm serves clients who need tax-aware wealth management that accounts for the tax implications of investment decisions. It emphasizes long-term relationships and ongoing accessibility, with team members participating in nonprofit and industry boards, charitable initiatives, and community partnerships as part of its broader mission.

Pathview Wealth Advisors Global Highlights

North America
49

United States Of America
49

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Pathview Wealth Advisors's Leadership

D. W.
President
Mobile Phone
Email
J. M.
President
Mobile Phone
Email
J. R.
President
Mobile Phone
Email
P. I.
President
Mobile Phone
Email
T. P.
President
Mobile Phone
Email
G. H.
Founder
Mobile Phone
Email
P. S.
Owner
Mobile Phone
Email
M. C.
Controller
Mobile Phone
Email

Pathview Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Community & Social Services
Administrative
Other

Contact profiles from Pathview Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. W.
President
Mobile Phone
Email
Oct 17, 2024
G. H.
Founder
Mobile Phone
Email
Oct 23, 2024
J. M.
President
Mobile Phone
Email
Oct 23, 2024
J. R.
President
Mobile Phone
Email
Oct 22, 2024
P. S.
Owner
Mobile Phone
Email
Oct 16, 2024
P. I.
President
Mobile Phone
Email
Jun 25, 2025
T. P.
President
Mobile Phone
Email
Oct 22, 2024
M. C.
Controller
Mobile Phone
Email
Oct 23, 2024
T. W.
Principal, Director Of Tax Services
Mobile Phone
Email
Oct 17, 2024
S. M.
Systems Manager Of Information Technology
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Pathview Wealth Advisors known for?

Pathview Wealth Advisors was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1455 Frazee Road Suite 700 San Diego, California United States; you can contact the main corporate office by phone at

+1-619-295-****

. Explore Pathview Wealth Advisors's company overview page for more information.

What is Pathview Wealth Advisors's most common email format?

Pathview Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pathview Wealth Advisors email formats with LeadIQ.

How many employees does Pathview Wealth Advisors have currently?

Pathview Wealth Advisors has approximately 20 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Pathview Wealth Advisors's key employees and leadership?

As of June 2026, Pathview Wealth Advisors's key employees include:

President: D. W.
President: J. M.
President: J. R.
President: P. I.
President: T. P.

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Pathview Wealth Advisors Employee Directory

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