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 registered investment adviser organized as an LLC and operating under individual ownership. The firm focuses on advising individuals and families, offering financial planning and portfolio management for individual and small-business clients. Compensation is a mix of percentage-of-AUM and fixed fees. In addition to advisory work, the firm acts as an insurance broker and uses annuity products as part of its client solutions. Perspective Wealth Management is not positioned as a capital allocator; it places alternative strategies through third-party managers rather than running proprietary funds. The firm is not an active ESG investor and is registered with the SEC since 1989.
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 2ELI 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 73Active vs passive
$193M in ETFs
83%
$160M
6%
$32.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $18M | 91,935 | 9.36% |
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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