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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, RUBIN, JESSE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MILLER, RUBIN, JESSE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Miller, Rubin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BAILEY, JAMES, MCCORMICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | C | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | C | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | C | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | C | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | C | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | C | |
| Newton, Tara, Blood | I | MEMBER | B | |
| Newton, Tara, Blood | I | MEMBER | B | |
| Newton, Tara, Blood | I | MEMBER | B | |
| Newton, Tara, Blood | I | MEMBER | B | |
| WEAVER, HANNAH, CLARE | I | MEMBER | B | |
| WEAVER, HANNAH, CLARE | I | MEMBER | B | |
| WEAVER, HANNAH, CLARE | I | MEMBER | B | |
| WEAVER, HANNAH, CLARE | I | MEMBER | B | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A | |
| SCHAAT, TRAVIS, VIRGIL | I | MEMBER | A |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (7)
CA ID LA NE OR TX WA
Address
121 N 9TH STREETSUITE 400
BOISE, ID 83702
United States
Phone: 208-429-0960