Perspective Wealth Advisors LLC
● SEC registered since 2024CRD 332574SEC# 801-131075Loveland, CO
Reg. AUM
$158M
Employees
7
Accounts
700
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 $158 million in regulatory assets under management and employs 7 people.
Perspective Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Jacob Weigandt Control | Ceo And Cco | Over 75% | 2024 |
Frequently asked questions
How much does Perspective Wealth Advisors LLC manage?
Perspective Wealth Advisors LLC reports $158 million in regulatory assets under management on its Form ADV.
How many employees does Perspective Wealth Advisors LLC have?
Perspective Wealth Advisors LLC reports 7 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
| Address | 1615 Foxtrail Drive, Suite 260, Loveland, CO 80538 |
| Phone | 970-732-7975 |
| Office hours | 7 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158M▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$158Mregulatory AUM
Discretionary $158M