Perspective Wealth Advisors

Overview

Perspective Wealth Advisors is an independent RIA organized as a limited liability company and registered with the SEC in 2024. Ownership is held by an individual and the firm serves both individual/family and institutional clients. Its stated advisory services include financial planning and portfolio management for individuals and small businesses; its filings also list pension consulting services. The firm is registered as an active ESG investor and reports business activity as an accountant. Fee arrangements are flexible: the firm can charge a percentage of assets under management, hourly fees, or fixed fees. Perspective Wealth Advisors does not describe itself as a capital allocator and relies on third‑party managers for certain alternative exposures rather than running separate fund platforms. The adviser is not reported as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices