Perspective Wealth Management
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
FINTRXOverview
Perspective Wealth Management is an independent, individual-owned registered investment adviser formed in 1989 that serves primarily individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage capabilities, and charges clients through a mix of percentage-of-AUM and fixed fees. Advisory activity is focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm is not positioned as an ESG investor, does not report multi-state adviser status, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds91%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
Contacts
2 of 2
Eli Adams
Investment AdvisorCRD 6656631
Nicholas Mangione
Financial AdvisorCRD 7234438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$230M in ETFs
83%
$191M
6%
$38.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $23.2M | 193,838 | 10.07% |
Location
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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