← Tributary

PERSPECTIVE WEALTH MANAGEMENT

HUNT VALLEY, MD · CRD 104619 · IAPD ↗ · perspectivewm.com · 410-584-8100

$595.0MRegulatory AUM
2Advisory reps
6Employees
3Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
March 2026 — PERSPECTIVE WEALTH MANAGEMENT changed its website from junkinv.com to perspectivewm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
February 2026 — THE JUNK INVESTMENT GROUP is now doing business as PERSPECTIVE WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2025 — THE JUNK INVESTMENT GROUP crossed $500M in regulatory AUM ($419.3M -> $526.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
March 2024 — THE JUNK INVESTMENT GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2024 — THE JUNK INVESTMENT GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.