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Pathview Wealth AdvisorsFinancial advisor in San Diego, CA

Pathview Wealth Advisors is a financial advisor at 1455 Frazee Rd Ste 700, San Diego, CA 92108, ranked #45 of 63 wealth managers in San Diego and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (619) 295-0200Website ↗

Key facts

Key facts about Pathview Wealth Advisors
Address1455 Frazee Rd Ste 700, San Diego, CA 92108Get directions
Phone(619) 295-0200
Websitepathview.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 1 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves San Diego and 11 towns within 25 miles: Coronado, National City, Lemon Grove, La Mesa, La Jolla, Spring Valley, Mira Mesa, Chula Vista, La Presa, Bonita and Casa de Oro-Mount Helix.

Based in San Diego, CAView on map

Opening hours

Opening hours for Pathview Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Pathview Wealth Advisors

How is Pathview Wealth Advisors ranked in San Diego?

Pathview Wealth Advisors is ranked #45 of 63 wealth managers in San Diego by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Pathview Wealth Advisors’ hours?

Pathview Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Pathview Wealth Advisors serve?

Serves San Diego and 11 towns within 25 miles: Coronado, National City, Lemon Grove, La Mesa, La Jolla, Spring Valley, Mira Mesa, Chula Vista, La Presa, Bonita and Casa de Oro-Mount Helix. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Pathview Wealth Advisors?

Pathview Wealth Advisors has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Pathview Wealth Advisors?

Call Pathview Wealth Advisors on (619) 295-0200. The business is at 1455 Frazee Rd Ste 700, San Diego, CA 92108. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Pathview Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Pathview Wealth Advisors (this business)—644.0 (4)NoNo
WealthPlan Partner#43644.2 (5)NoNo9.1 mi
RED Seven Wealth Management#44645.0 (21)NoNo23.3 mi
Wealth Navigation Advisors#46645.0 (3)NoNo5.8 mi

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