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).
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Total Assets Under Management577MILLION
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Total Number of Accounts249ACCOUNTS
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Average Account Value$2,315,575
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, OR, TX, WA
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.
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.
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.
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.