# Perspective Wealth Advisors

> Perspective Wealth Advisors is an SEC-registered investment advisory firm in Loveland, CO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 332574
- Filed as: PERSPECTIVE WEALTH ADVISORS
- Legal name: Perspective Wealth Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Loveland, CO
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332574
- AdvisorCensus page: https://advisorcensus.com/firm/perspective-wealth-advisors-loveland-co-332574

## Quick answers

**How is Perspective Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Perspective Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Perspective Wealth Advisors located?**
Perspective Wealth Advisors' principal office is in Loveland, CO, according to its Form ADV.

**Is Perspective Wealth Advisors registered with the SEC or a state?**
Perspective Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332574.

**How much does Perspective Wealth Advisors manage?**
Perspective Wealth Advisors reports $158,037,995 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Perspective Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Perspective Wealth Advisors: Regulatory assets under management: $0 in the October 2024 data and $158,037,995 in the October 2026 data. Total employees: 5 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Perspective Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (123); high net worth individuals (53); corporations or other businesses not listed above (1).

**Which custodians does Perspective Wealth Advisors use?**
Perspective Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Perspective Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332574

**What changed in Perspective Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $113,069,712 to $158,037,995 (+40%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $158,037,995
- Discretionary: $158,037,995
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 123 | $44,322,560 |
| High net worth individuals | 53 | $112,700,966 |
| Corporations or other businesses not listed above | 1 | $1,014,469 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mypwa.com
- perspectivewealthadvisors.com
- pwa-co.com
- Facebook @perspectivewealthadvisors
- LinkedIn @perspective-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 5 | September 16, 2024 |
| October 2025 | $113,069,712 | 6 | July 31, 2025 |
| October 2026 | $158,037,995 | 7 | March 24, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $158,037,995 in the October 2026 data.
Total employees: 5 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $113,069,712 to $158,037,995 (+40%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perspective Wealth Advisors (CRD 332574): Form ADV filing data as of October 2026.