PERSPECTIVE WEALTH ADVISORS
Firm details
- Headquarters
- LOVELAND, Colorado
- CRD number
- 332574
- Registered since
- September 9, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.31%
- Individuals28.05%
- Corporations / Businesses0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Perspective Wealth Advisors is an independent, SEC‑registered registered investment adviser organized as an LLC and founded in its current regulatory form in 2024. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory model includes financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also lists accounting services as part of its business activities. Fee arrangements are a mix of percentage‑of‑AUM, hourly charges, and fixed fees. Perspective Wealth Advisors identifies as an active ESG investor and maintains an industry affiliation with an insurance company. The firm does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Contacts
3 of 3TYLER HENSEN
Associate Wealth Management AdvisorCRD 7292844
Zachary Gasper
Financial AdvisorCRD 6338704
STEVEN WEIGANDT
Principal and Wealth Management AdvisorCRD 6313922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$176M in ETFs
91%
$161M
8%
$15.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.5M | 34,583 | 12.75% |
Location
LOVELAND, CO
LARIMER
Location
LOVELAND, CO
Headquartered in LOVELAND, CO, in the West of the United States.
- Region
- West
- County
- LARIMER
- Address
- 1615 Foxtrail Dr
- Time zone
- MT (UTC-7)
- Office locations
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