Perspective Wealth Partners, LLC

CRD 140330 · Boise, ID · $843.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 140330
SEC number: 801-79178
Firm type: RIA
Assets under management: $843.9M as of Feb 20, 2026
Website: www.perspectivewealth.com ↗
Phone: 208-429-0960
Address: 121 N 9th Street, Boise, ID, 83702

Advisors at this firm

8 in our index · page 1 of 1

Rebekah AdamsCRD 7419249 · Boise, ID

IA Registered
James Mccormick BaileyCRD 5125409 · Boise, ID

IA Registered
Skyler Manabu EubankCRD 7639636 · Boise, ID

IA RegisteredRegistration inactive
Paige Susanne MoonCRD 7941686 · Boise, ID

IA Registered
Tara Blood NewtonCRD 7535308 · Boise, ID

IA Registered
Travis Virgil SchaatCRD 5634032 · Boise, ID

IA Registered
Hannah Clare WeaverCRD 7073125 · Boise, ID

IA RegisteredRegistration inactive
Andrew John WaymireCRD 8148582 · Boise, ID

IA Registered

Source & corrections

Where this page comes from

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

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