PERCEPTIVE WEALTH ADVISORS LLC

Overview

Perceptive Wealth Advisors LLC is a small, independent registered investment adviser that runs a concentrated, equity-focused practice for individual and family clients. The firm emphasizes discretionary portfolio management and financial planning, and supplements advisory relationships with hourly or fixed-fee planning work and educational workshops. Its filing indicates a preference for exchange-traded equities as the primary building block of client portfolios, suggesting a growth-oriented, liquid approach to asset management rather than heavy use of private capital or complex structured products. The firm is owner-operated and structured as an independent RIA, positioning itself to provide tailored advisory relationships instead of product-driven brokerage solutions. Services are aimed at individuals and small business owners; portfolio management is paired with planning and client education. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices