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Building 2PERSPECTIVE WEALTH PARTNERS, LLC

Map pinBOISE, ID
Phone208-429-0960
NotebookSEC #801-79178
Total AUM
$843.9M
Employees
12
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 N 9TH STREET
SUITE 400
BOISE
ID 83702
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
208-429-0960

ReceiptFinancials

Total AUM
$843.9M
Accounts
265
Discretionary
$0
Accounts
0
Non-Discretionary
$843.9M
Accounts
265

ContactClients

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Individual Clients
90
AUM
$37.5M
HNW Individual Clients
183
AUM
$801.9M
Charitable Organization Clients
18
AUM
$4.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDLANEORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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