Perspective Wealth Advisors

Overview

Perspective Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients as well as some institutional relationships, and bills through a mix of percentage-of-AUM, hourly, and fixed fees. Core advisory services reported include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm also lists accounting among its business activities and maintains an industry affiliation with an insurance company. The firm describes itself as an active ESG investor, indicating ESG considerations are incorporated into its investment approach. Perspective Wealth Advisors does not present itself as a capital allocator; instead it appears to implement portfolios largely via third-party vehicles and external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices