# Perspective Wealth Partners, LLC

> Perspective Wealth Partners, LLC is an SEC-registered investment advisory firm in Boise, ID, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 140330
- Filed as: PERSPECTIVE WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140330
- AdvisorCensus page: https://advisorcensus.com/firm/perspective-wealth-partners-llc-boise-id-140330

## Quick answers

**How is Perspective Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Perspective Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Perspective Wealth Partners, LLC located?**
Perspective Wealth Partners, LLC's principal office is in Boise, ID, according to its Form ADV.

**Is Perspective Wealth Partners, LLC registered with the SEC or a state?**
Perspective Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 140330.

**How much does Perspective Wealth Partners, LLC manage?**
Perspective Wealth Partners, LLC reports $843,910,938 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (0% discretionary).

**How have Perspective Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Perspective Wealth Partners, LLC: Regulatory assets under management: $367,373,582 in the October 2021 data and $843,910,938 in the October 2026 data, up 130%. Total employees: 4 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Perspective Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (183); individuals (other than high net worth individuals) (90); charitable organizations (18).

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

**Does Perspective Wealth Partners, LLC 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/140330

**What changed in Perspective Wealth Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $707,341,471 to $843,910,938 (+19%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

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: $843,910,938
- Discretionary: $0
- Non-discretionary: $843,910,938

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $37,456,202 |
| High net worth individuals | 183 | $801,861,453 |
| Charitable organizations | 18 | $4,593,283 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, LA, NE, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- onmoneyandmeaning.substack.com
- perspectivewealth.com
- LinkedIn @perspective-wealth-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $367,373,582 | 4 | September 3, 2021 |
| October 2022 | $476,358,239 | 7 | April 12, 2022 |
| October 2023 | $501,239,401 | 7 | July 13, 2023 |
| October 2024 | $576,578,069 | 8 | March 7, 2024 |
| October 2025 | $707,341,471 | 9 | May 12, 2025 |
| October 2026 | $843,910,938 | 12 | February 20, 2026 |

Regulatory assets under management: $367,373,582 in the October 2021 data and $843,910,938 in the October 2026 data, up 130%.
Total employees: 4 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 6 to 8.
- Regulatory assets under management went from $707,341,471 to $843,910,938 (+19%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perspective Wealth Partners, LLC (CRD 140330): Form ADV filing data as of October 2026.