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⚲
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| Perspective Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 332574 |
| SEC # | 801-131075 |
| CIK # | |
| AUM | $113.1 M (2025-07-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 970-732-7975 |
| Address | 1615 Foxtrail Drive Loveland, CO 80538 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 40.5 |
| (b) Individuals (high net worth individuals) | 84 | 68.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 657 | 113.1 |
| By Discretionary | ||
| Discretionary | 657 | 113.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 657 | 113.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.1 | |
| Total | 657 | 113.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
QSV Equity Investors LLC
✚
|
0.1 | |
|
BYW Investment Advisors Inc
✚
|
0.1 | |
|
Advantage Investing Inc
✚
|
FL | 0.1 |
|
Brookline Wealth LLC
✚
|
TX | 0.1 |
|
Attleboro Wealth Management LLC
✚
|
PA | 0.1 |
|
Green & Deckert LLC
✚
|
TX | 0.1 |
|
Marcus Capital LLC
✚
|
IL | 0.1 |
|
Davidov Financial Coaching LLC
✚
|
NY | 0.1 |
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |
|
FSAM LLC
✚
|
GA | 0.1 |