Lorenzo Sanchez Lopez
Pathview Wealth Advisors · San Diego, California
Lorenzo Sanchez Lopez is a fee-only financial advisor at Pathview Wealth Advisors in San Diego, California, who holds the CFP credential. Pathview Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pathview Wealth Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $583.0M across 1,278 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6746653 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | pvwadvisors.com/m/blog |
How Lorenzo's firm compares
- Pathview Wealth Advisors's average account is about $456,000, from its Form ADV (assets managed divided by 1,278 accounts).
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Questions about Lorenzo
Is Lorenzo Sanchez Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lorenzo holds no broker registration, and Pathview Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lorenzo charge for financial advice?
Lorenzo's firm, Pathview Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lorenzo Sanchez Lopez based?
Lorenzo Sanchez Lopez is based in San Diego, California.
What credentials does Lorenzo Sanchez Lopez hold?
Lorenzo Sanchez Lopez holds the CFP credential.
Is Lorenzo Sanchez Lopez registered with the SEC?
Yes. Lorenzo Sanchez Lopez is registered as an investment adviser representative in CA and TX (CRD 6746653), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathview Wealth Advisors manage?
Pathview Wealth Advisors reports $583.0M across 1,278 accounts in assets under management.
How do I contact Lorenzo Sanchez Lopez?
Through Lorenzo's website, pvwadvisors.com/m/blog.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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