findmyFA.app
The register of American financial advisors

Home / Firms / Perspective Wealth Management

Perspective Wealth Management

CRD 104619  ·  Hunt Valley, MD  ·  $595.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
104619
SEC number
801-34480
Firm type
RIA
Assets under management
$595.0M as of Feb 9, 2026
Website
perspectivewm.com ↗
Phone
410-584-8100
Address
307 International Circle, Hunt Valley, MD, 21030-1439

Advisors at this firm

2 in our index · page 1 of 1

1–2 of 2

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.