| Name | Title | Ownership | Since |
|---|---|---|---|
| Hannah Clare Weaver | Member | 10-25% | 2025 |
| James McCormick Bailey Control | Managing Member/Chief Compliance Officer | 50-75% | 2006 |
| Tara Blood Newton | Member | 10-25% | 2025 |
Perspective Wealth Partners, LLC reports $707.3 million in regulatory assets under management on its Form ADV.
Perspective Wealth Partners, LLC reports 9 employees.
Perspective Wealth Partners, LLC is based in Boise, ID and has been SEC-registered since 2014.
Perspective Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 121 N 9th Street, Suite 400, Boise, ID 83702 |
| Phone | 208-429-0960 |
| Fax | 208-441-5964 |
| Office hours | 8:30a.m. To 5:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $707.3M |
| Total (RAUM) | $707.3M |