Omar Almaraz
Pathview Wealth Advisors · San Diego, California
Omar Almaraz 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 7727345 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | pvwadvisors.com/m/blog |
How Omar'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 Omar
Is Omar Almaraz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Omar 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 Omar charge for financial advice?
Omar's firm, Pathview Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Omar Almaraz based?
Omar Almaraz is based in San Diego, California.
What credentials does Omar Almaraz hold?
Omar Almaraz holds the CFP credential.
Is Omar Almaraz registered with the SEC?
Yes. Omar Almaraz is registered as an investment adviser representative in CA and TX (CRD 7727345), 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 Omar Almaraz?
Through Omar'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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