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Perspective Wealth Advisors LLC

● SEC registered since 2024CRD 332574SEC# 801-131075Loveland, CO
Export (members)
Reg. AUM
$113.1M
Employees
6
Accounts
657
Location
Loveland, CO

Perspective Wealth Advisors LLC assets under management

Perspective Wealth Advisors LLC operates as an SEC-registered investment adviser based in Loveland, CO. The firm has been registered since 2024. It reports $113.1 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/perspective-wealth-advisorsView on SEC.gov ↗

Perspective Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
S&s Weigandt LLC ControlHolding CompanyOver 75%2024
Steven Jacob Weigandt ControlCeo And CcoUnder 5%2024
Tyler Ryan Hensen ControlCoo And CfoUnder 5%2024

Frequently asked questions

How much does Perspective Wealth Advisors LLC manage?

Perspective Wealth Advisors LLC reports $113.1 million in regulatory assets under management on its Form ADV.

How many employees does Perspective Wealth Advisors LLC have?

Perspective Wealth Advisors LLC reports 6 employees.

Where is Perspective Wealth Advisors LLC located?

Perspective Wealth Advisors LLC is based in Loveland, CO and has been SEC-registered since 2024.

Does Perspective Wealth Advisors LLC disclose fund performance?

Perspective Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1615 Foxtrail Drive, Suite 260, Loveland, CO 80538
Phone970-732-7975
Office hours7 a.m. - 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.1M
Non-discretionary$0
Total (RAUM)$113.1M