Wealth Manager
    SEC Registered
    Manages Private Funds

    Perspective Wealth Partners, LLC

    Registered investment advisor · Boise, Idaho · CRD #140330

    Assets Under Management
    $844M
    Client Accounts
    265
    Employees
    12
    CRD Number
    140330
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Perspective Wealth Partners, LLC

    Perspective Wealth Partners, LLC is a fee-only SEC-registered investment advisory firm founded in 2006, offering fiduciary investment management and financial planning services. It focuses on a wide range of investment products and has a high client satisfaction score. The firm has 2-10 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Perspective Wealth Partners, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Perspective Wealth Partners, LLC's AUM?

    Perspective Wealth Partners, LLC reports approximately $844M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Perspective Wealth Partners, LLC headquartered?

    Perspective Wealth Partners, LLC is headquartered in Boise, Idaho.

    What is Perspective Wealth Partners, LLC's CRD number?

    Perspective Wealth Partners, LLC's CRD number is 140330. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Perspective Wealth Partners, LLC manage?

    Perspective Wealth Partners, LLC manages approximately 265 client accounts according to its latest SEC filing.

    Is Perspective Wealth Partners, LLC SEC registered?

    Yes, Perspective Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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