Perspective Wealth Management

RIASEC Registered

Total AUM

$595M

Discretionary

$526M

88% of AUM

Avg account

$2.3M

Accounts

264

Employees

6

Advisory reps

2

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 104619
Registered since: May 19, 1989
Website: perspectivewm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI96.12%
Individuals3.88%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Perspective Wealth Management is an independent RIA organized as an LLC and registered with the SEC since 1989. The firm is individually owned and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory fee model combines percentage-of-AUM charges with fixed fees, and the firm also operates as an insurance broker. Perspective is not identified as an active ESG investor and it does not function as a capital allocator; instead, it leans on outside managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds91%
Cash & Cash Equivalents5%
Exchange Traded Equities4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 81

Active vs passive

$246M in ETFs

Passive

83%

$203M

Active

7%

$42.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT)	Vanguard	Passive	Technology	$25.1M	199,997	10.23%

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Primary office

Hunt Valley, MD

Baltimore

Location

Hunt Valley, MD

Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore
Address: 307 International Cir
Time zone: ET (UTC-5)
Office locations

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