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PERSPECTIVE WEALTH PARTNERS, LLC

BOISE, ID · CRD 140330 · IAPD ↗ · perspectivewealth.com · 208-429-0960

$843.9MRegulatory AUM
8Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — PERSPECTIVE WEALTH PARTNERS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2025 — PERSPECTIVE WEALTH PARTNERS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2025 — PERSPECTIVE WEALTH PARTNERS, LLC notice-filed in LA.
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.