Perspective Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated February 20, 2026, reports $844M in regulatory assets under management, 12 employees, and 265 accounts.
Assets Under Management
$844M
Employees
12
Offices
--
Total Clients
291
Primary office
BOISE, ID
121 N 9TH STREET, SUITE 400, BOISE, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.9% of total clients.
Top client categories% of clientsClients
1
HNWI
62.9%
183
2
Individuals
30.9%
90
3
Charitable
6.2%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$844Mas of February 20, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$844M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$844M
Total Accounts265
10Y AUM Change+$669M (+381.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee24:1
10Y Employee Change+11 (+1100.0%)
* 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.