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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 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 |
|---|---|---|---|---|
| HENSEN, TYLER, RYAN | I | CCO, COO, AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | CCO, COO, AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | COO AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | COO AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | COO AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | CCO, COO, AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | COO AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | CCO, COO, AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | COO AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | COO AND CFO | NA | Control |
| HENSEN, TYLER, RYAN | I | COO AND CFO | NA | Control |
| Hensen, Tyler | I | COO AND CCO | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CEO AND CCO | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CEO AND CCO | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CEO AND CCO | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CEO AND CCO | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CEO AND CCO | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CEO AND CCO | NA | Control |
| WEIGANDT, STEVEN, JACOB | I | CEO AND CCO | NA | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
| S&S WEIGANDT LLC | DE | HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (5)
AZ CA CO NE TX
Address
1615 FOXTRAIL DRIVESUITE 260
LOVELAND, CO 80538
United States
Phone: 970-732-7975