New Perspective Wealth Management

Overview

New Perspective Wealth Management is a small, independent RIA focused on individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity shows a clear preference for publicly traded equities and exchange-traded products, with equities forming the largest portion of assets under management. The firm is not positioned as a capital allocator or a multi-state adviser and does not identify as an active ESG investor. Business activity centers on direct client advice rather than large institutional mandates. Given the firm’s size and custody choices, its operating model appears aimed at straightforward wealth-management relationships rather than complex institutional solutions or broad third-party multi-manager programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices