Perspective Wealth Partners, LLC

Perspective Wealth Partners, LLC (CRD# 140330) is a financial advisory firm headquartered in Boise, ID. They manage $576,578,069 in 249 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
121 N 9th Street, Suite 204, Boise, ID 83702
http://www.perspectivewealth.com/
By the Numbers
  • Total Assets Under Management
    577
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $2,315,575
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
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 - 4 of 4 top financial advisors.
1
James Bailey, financial advisor Boise ID
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 18 years of experience in the finance industry.

2
Travis Schaat, financial advisor Boise ID
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 5 years of experience in the finance industry.

3
Tara Newton, financial advisor Boise ID
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 over 2 years of experience in the finance industry.

4
Jessica Smith, financial advisor Boise ID
Jessica J. Smith
CRD#: 7614152
121 N 9th Street, Suite 204, Boise, ID 83702

Jessica Smith (CRD# 7614152) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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