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PERSPECTIVE WEALTH ADVISORS

PERSPECTIVE WEALTH ADVISORS LLC

CRD 332574 · SEC 801-131075

Visit website

1615 FOXTRAIL DRIVE, SUITE 260, LOVELAND, CO, 80538, United States

Phone

970-732-7975

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.0M

Discretionary AUM

$158.0M

Team

7 total employees; 4 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals123$44.3M
High net worth individuals53$112.7M
Corporations/business entities1$1.0M

States served

AZ, CA, CO, NE, TX

All web addresses on file

Official SEC filing: View on IAPD