|
⚲
|
| Perspective Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 140330 |
| SEC # | 801-79178 |
| CIK # | |
| AUM | $707.3 M (2025-05-12) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 208-429-0960 |
| Address | 121 N 9th Street Boise, ID 83702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 41.3 |
| (b) Individuals (high net worth individuals) | 164 | 664.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 707.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 264 | 707.3 |
| Total | 264 | 707.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 704.0 | |
| Total | 264 | 707.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.7 |
|
The Advocate Group LLC
✚
|
MN | 0.7 |
|
Cooperative Funeral Fund Inc
✚
|
CT | 0.7 |
|
Firestone Capital Management Inc
✚
|
FL | 0.7 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.7 |
|
SLWA LLC
✚
|
CA | 0.7 |
|
A N Culbertson & Company Inc
✚
|
VA | 0.7 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.7 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |
|
Provident Wealth Management LLC
✚
|
TN | 0.7 |