Tara Newton has held the title Member at Perspective Wealth Partners since January 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Perspective Wealth Partners, LLC is a Boise, ID firm with $844M under management, 291 clients and 8 advisers in one office, as of its February 2026 filing.
- – present · 4 yearsBoise, ID · Adviser representative · Firm CRD 140330
Investment adviser representative registrations
Tara Newton is registered as an investment adviser representative in Idaho, since April 2022.
- IdahoSince 14 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tara Blood Newton
- CRD
- 7535308
- Firm
- Perspective Wealth Partners · CRD 140330
- Role
- Member
- Office
- 121 N 9TH STREET, SUITE 400, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Tara Newton work?
Tara Newton has held the title Member at Perspective Wealth Partners, LLC since January 2025.
Is Tara Newton a financial advisor?
Yes. Tara Newton has a current investment-adviser registration in Idaho, through Perspective Wealth Partners since April 2022.
How many years of experience does Tara Newton have?
Tara Newton has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Tara Newton passed?
Tara Newton passed the Series 65 in March 2022.
Where is Tara Newton based?
Tara Newton’s registered office is in Boise, ID.
Is Tara Newton registered with FINRA?
No. Tara Newton has no current broker registration.
How can I verify Tara Newton’s record?
Search CRD 7535308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tara Newton’s full registration record.