HUNT VALLEY, MDCRD 104619Latest ADV February 9, 2026
Perspective Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated February 9, 2026, reports $595M in regulatory assets under management, 6 employees, and 264 accounts.
Assets Under Management
$595M
Employees
6
Offices
--
Total Clients
264
Primary office
HUNT VALLEY, MD
307 INTERNATIONAL CIRCLE, SUITE 540, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.6% of total clients.
Top client categories% of clientsClients
1
HNWI
82.6%
218
2
Individuals
17.4%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$595Mas of February 9, 2026
Discretionary88.4%
$526M
88% of total RAUM88.4%
Non-discretionary11.6%
$69M
12% of total RAUM11.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$595M
Total Accounts264
10Y AUM Change+$371M (+165.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.