PERSPECTIVE WEALTH PARTNERS, LLC
CRD #140330 SEC #801-79178 BOISE, ID 208-429-0960
SEC Registered
Total AUM
$707.3M
Discretionary
$0
Employees
9
Clients
101
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $707.3M | $0 | $707.3M | 9 | 0 |
| May 2025 | $707.3M | $0 | $707.3M | 9 | 0 |
| Apr 2025 | $707.3M | $0 | $707.3M | 9 | 0 |
| Feb 2025 | $707.3M | $0 | $707.3M | 9 | 0 |
| Mar 2024 | $576.6M | $0 | $576.6M | 8 | 0 |
| Mar 2024 | $576.6M | $0 | $576.6M | 8 | 0 |
| Jul 2023 | $501.2M | $0 | $501.2M | 7 | 0 |
| May 2023 | $501.2M | $0 | $501.2M | 7 | 0 |
| Apr 2023 | $501.2M | $0 | $501.2M | 7 | 0 |
| Mar 2023 | $501.2M | $0 | $501.2M | 7 | 0 |
| Apr 2022 | $476.4M | $0 | $476.4M | 7 | 0 |
| Mar 2022 | $476.4M | $0 | $476.4M | 7 | 0 |
| Sep 2021 | $367.4M | $0 | $367.4M | 4 | 0 |
| Aug 2021 | $367.4M | $0 | $367.4M | 4 | 0 |
| Jul 2021 | $367.4M | $0 | $367.4M | 4 | 0 |
| Mar 2021 | $367.4M | $0 | $367.4M | 4 | 0 |
| Jun 2020 | $306.9M | $0 | $306.9M | 3 | 0 |
| Mar 2020 | $306.9M | $0 | $306.9M | 3 | 0 |
| Mar 2019 | $223.1M | $0 | $223.1M | 2 | 0 |
| Feb 2018 | $212.9M | $0 | $212.9M | 1 | 0 |
| Mar 2017 | $175.3M | $0 | $175.3M | 1 | 100 |
| Mar 2016 | $144.5M | $0 | $144.5M | 1 | 100 |
| Mar 2015 | $135M | $0 | $135M | 1 | 100 |
| Feb 2014 | $115.1M | $0 | $115.1M | 1 | 26 |
| Jan 2014 | $115.1M | $0 | $115.1M | 1 | 26 |
| Apr 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| Mar 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| Feb 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| Aug 2011 | $52.4M | $0 | $52.4M | 5 | -- |
| Mar 2011 | $52.4M | $0 | $52.4M | 5 | -- |
DateNov 2025
Total AUM$707.3M
Discretionary$0
Non-Disc.$707.3M
Employees9
Clients0
DateMay 2025
Total AUM$707.3M
Discretionary$0
Non-Disc.$707.3M
Employees9
Clients0
DateApr 2025
Total AUM$707.3M
Discretionary$0
Non-Disc.$707.3M
Employees9
Clients0
DateFeb 2025
Total AUM$707.3M
Discretionary$0
Non-Disc.$707.3M
Employees9
Clients0
DateMar 2024
Total AUM$576.6M
Discretionary$0
Non-Disc.$576.6M
Employees8
Clients0
DateMar 2024
Total AUM$576.6M
Discretionary$0
Non-Disc.$576.6M
Employees8
Clients0
DateJul 2023
Total AUM$501.2M
Discretionary$0
Non-Disc.$501.2M
Employees7
Clients0
DateMay 2023
Total AUM$501.2M
Discretionary$0
Non-Disc.$501.2M
Employees7
Clients0
DateApr 2023
Total AUM$501.2M
Discretionary$0
Non-Disc.$501.2M
Employees7
Clients0
DateMar 2023
Total AUM$501.2M
Discretionary$0
Non-Disc.$501.2M
Employees7
Clients0
DateApr 2022
Total AUM$476.4M
Discretionary$0
Non-Disc.$476.4M
Employees7
Clients0
DateMar 2022
Total AUM$476.4M
Discretionary$0
Non-Disc.$476.4M
Employees7
Clients0
DateSep 2021
Total AUM$367.4M
Discretionary$0
Non-Disc.$367.4M
Employees4
Clients0
DateAug 2021
Total AUM$367.4M
Discretionary$0
Non-Disc.$367.4M
Employees4
Clients0
DateJul 2021
Total AUM$367.4M
Discretionary$0
Non-Disc.$367.4M
Employees4
Clients0
DateMar 2021
Total AUM$367.4M
Discretionary$0
Non-Disc.$367.4M
Employees4
Clients0
DateJun 2020
Total AUM$306.9M
Discretionary$0
Non-Disc.$306.9M
Employees3
Clients0
DateMar 2020
Total AUM$306.9M
Discretionary$0
Non-Disc.$306.9M
Employees3
Clients0
DateMar 2019
Total AUM$223.1M
Discretionary$0
Non-Disc.$223.1M
Employees2
Clients0
DateFeb 2018
Total AUM$212.9M
Discretionary$0
Non-Disc.$212.9M
Employees1
Clients0
DateMar 2017
Total AUM$175.3M
Discretionary$0
Non-Disc.$175.3M
Employees1
Clients100
DateMar 2016
Total AUM$144.5M
Discretionary$0
Non-Disc.$144.5M
Employees1
Clients100
DateMar 2015
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees1
Clients100
DateFeb 2014
Total AUM$115.1M
Discretionary$0
Non-Disc.$115.1M
Employees1
Clients26
DateJan 2014
Total AUM$115.1M
Discretionary$0
Non-Disc.$115.1M
Employees1
Clients26
DateApr 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateMar 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateFeb 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateAug 2011
Total AUM$52.4M
Discretionary$0
Non-Disc.$52.4M
Employees5
Clients--
DateMar 2011
Total AUM$52.4M
Discretionary$0
Non-Disc.$52.4M
Employees5
Clients--