Perspective Wealth Partners, LLC

Perspective Wealth Partners, LLC (CRD# 140330) is a financial advisory firm headquartered in Boise, ID. They manage $306,886,319 in 166 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $1,848,713
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, OR, WA

Financial Advisors at Perspective Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James M. Bailey
CRD#: 5125409
Boise, ID

James Bailey (CRD# 5125409) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 14 years of experience in the finance industry.

2
Travis V. Schaat
CRD#: 5634032
Boise, ID

Travis Schaat (CRD# 5634032) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 2 years of experience in the finance industry.

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