PERSPECTIVE WEALTH ADVISORS LLC
Legal name: PERSPECTIVE WEALTH ADVISORS
CRD #332574 SEC #801-131075 LOVELAND, CO 970-732-7975
SEC Registered
Total AUM
$113.1M
Discretionary
$113.1M
Employees
6
Clients
26
Accounts
657
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $113.1M | $113.1M | $0 | 6 | 0 |
| Jul 2025 | $113.1M | $113.1M | $0 | 6 | 0 |
| Mar 2025 | $113.1M | $113.1M | $0 | 6 | 0 |
| Dec 2024 | $112.4M | $112.4M | $0 | 4 | 0 |
| Oct 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Aug 2024 | $0 | $0 | $0 | 5 | 0 |
| Aug 2024 | $0 | $0 | $0 | 5 | 0 |
| Aug 2024 | $0 | $0 | $0 | 5 | 0 |
DateSep 2025
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0