Overview
Assets Under Management: $158 million
Headquarters: LOVELAND, CO
High-Net-Worth Clients: 53
Average Client Assets: $2.1 million
Frequently Asked Questions
PERSPECTIVE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332574), PERSPECTIVE WEALTH ADVISORS is subject to fiduciary duty under federal law.
PERSPECTIVE WEALTH ADVISORS is headquartered in LOVELAND, CO.
PERSPECTIVE WEALTH ADVISORS serves 53 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, PERSPECTIVE WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PERSPECTIVE WEALTH ADVISORS manages $158 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, PERSPECTIVE WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.31%
Average Client Assets: $2.1 million
Total Client Accounts: 700
Discretionary Accounts: 700
Regulatory Filings
CRD Number: 332574
Filing ID: 2060486
Last Filing Date: 2026-03-24 15:37:02