Perspective Wealth Partners, LLC
● SEC registered since 2014CRD 140330SEC# 801-79178Boise, ID
Reg. AUM
$843.9M
Employees
12
Accounts
265
Location
Boise, ID
Perspective Wealth Partners, LLC assets under management
Perspective Wealth Partners, LLC operates as an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2014. It reports $843.9 million in regulatory assets under management and employs 12 people.
Perspective Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hannah Clare Weaver | Member | 10-25% | 2025 |
| James McCormick Bailey Control | Managing Member/Chief Compliance Officer | 25-50% | 2006 |
| Rebekah Adams | Member | 5-10% | 2026 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Perspective Wealth Partners, LLC manage?
Perspective Wealth Partners, LLC reports $843.9 million in regulatory assets under management on its Form ADV.
How many employees does Perspective Wealth Partners, LLC have?
Perspective Wealth Partners, LLC reports 12 employees.
Where is Perspective Wealth Partners, LLC located?
Perspective Wealth Partners, LLC is based in Boise, ID and has been SEC-registered since 2014.
Does Perspective Wealth Partners, LLC disclose fund performance?
Perspective Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$843.9M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$843.9Mregulatory AUM
Discretionary $0Non-discretionary $843.9M