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PERSPECTIVE WEALTH PARTNERS, LLC
CRD 140330 · SEC 801-79178
121 N 9TH STREET, SUITE 400, BOISE, ID, 83702, United States
Phone
208-429-0960
Fax
208-441-5964
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$843.9M
Discretionary AUM
$0
Team
12 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $37.5M |
| High net worth individuals | 183 | $801.9M |
| Charitable organizations | 18 | $4.6M |
States served
CA, ID, LA, NE, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD