Perspective Wealth Partners, LLC

Perspective Wealth Partners, LLC (CRD# 140330) is a financial advisory firm headquartered in Boise, ID. They manage $476,358,239 in 212 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    476
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $2,246,973
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, TX, WA

Financial Advisors at Perspective Wealth Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James M. Bailey
CRD#: 5125409
121 N 9th Street, Suite 204, Boise, ID 83702

James Bailey (CRD# 5125409) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 16 years of experience in the finance industry.

2
Travis V. Schaat
CRD#: 5634032
121 N 9th Street, Suite 204, Boise, ID 83702

Travis Schaat (CRD# 5634032) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 3 years of experience in the finance industry.

3
Alexander C. Fascilla
CRD#: 7397051
121 N 9th Street, Suite 204, Boise, ID 83702

Alexander Fascilla (CRD# 7397051) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has 1 year of experience in the finance industry.

4
Rubin J. Miller
CRD#: 6351574
121 N 9th Street, Suite 204, Boise, ID 83702

Rubin Miller (CRD# 6351574) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 6 years of experience in the finance industry.

5
Tara B. Newton
CRD#: 7535308
121 N 9th Street, Suite 204, Boise, ID 83702

Tara Newton (CRD# 7535308) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has 1 year of experience in the finance industry.

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