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PERSPECTIVE WEALTH PARTNERS, LLC
208-429-0960
SEC #801-71093Total AUM
$60.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Monday - Friday
Phone
208-429-0960
Financials
Total AUM
$60.5M
Accounts
64Discretionary
$0
Accounts
0Non-Discretionary
$60.5M
Accounts
64
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAIDORWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.