Perspective Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Perspective Wealth Advisors reports 177 clients. They include 123 individual clients, 53 high-net-worth individuals and 1 corporate or other business client. Of its assets, 100.0% ($158M across 700 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 28% |
| High-net-worth individuals | 30% | 71% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 123 | $44.3M | 28.0% | $360K |
| High-net-worth individuals | 53 | $113M | 71.3% | $2.13M |
| Corporations and other businesses | Fewer than 5 | $1.01M | 0.6% | $1.01M |
| Total | 177 | $158M | 100% | — |
- Clients
- 123
- Regulatory AUM
- $44.3M
- AUM share
- 28.0%
- Avg. per client
- $360K
- Clients
- 53
- Regulatory AUM
- $113M
- AUM share
- 71.3%
- Avg. per client
- $2.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.01M
- AUM share
- 0.6%
- Avg. per client
- $1.01M
Total
- Clients
- 177
- Regulatory AUM
- $158M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Perspective Wealth Advisors charges up to 2.00% a year for its Investment management fee. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are billed under a fixed ongoing fee arrangement not to exceed $100,000, negotiable by client.
- Qualified retirement plan advisory services
- The advisory fee for qualified retirement plans such as 401(k) plans is an annual fee on total plan assets, not to exceed 1.50%, billed quarterly in arrears.
Steven Weigandt owns 75% or more of Perspective Wealth Advisors. It has 7 employees, 4 of them in advisory roles.
Leadership
- Steven WeigandtCEO and CCO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Perspective Wealth Advisors LLC
Steven Weigandt
Control person · since August 2024
Perspective Wealth Advisors’ regulatory assets grew from $113M (July 2025) to $158M (March 2026); clients fell from 286 to 177 and employees rose from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $158M | 177 | 7 | 1 |
| July 2025 | $113M | 286 | 6 | 1 |
Besides its headquarters, Perspective Wealth Advisors has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 1615 Foxtrail Drive, Suite 260, LovelandHQ
Contact and registration details
- Legal name
- Perspective Wealth Advisors LLC
- Headquarters
- 1615 Foxtrail Drive, Suite 260, Loveland, CO 80538
- Website
- mypwa.com
- Phone
- 970-732-7975
- @perspective-wealth-advisors
- SEC file
- 801-131075
- Structure
- Delaware LLC
- Fiscal year end
- December
Perspective Wealth Advisors uses Charles Schwab ($153M) as custodian for its separately managed accounts. Perspective Wealth Advisors has custody of $26.9M in client assets for 98 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $153M100%
At year end, Perspective Wealth Advisors’ separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 31 March 2026 total $154M across 55 positions; the largest are State Str SPDR S&P 500 ETF T (14.6%), iShares TR (7.2%) and iShares TR (5.6%).
What the accounts hold
- Stocks3%
- Funds94%
- Cash3%
Reported 13F holdings
- $154M
- Reported 13F value
- 55
- Positions
- 57.2%
- In the 10 largest
- —
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit14.6%
- iShares TR · Hdg MSCI Eafe7.2%
- iShares TR · Core S&P Mcp ETF5.6%
- SPDR Series Trust · State Street Spd5.5%
- Invesco Qqq TR · Unit Ser 15.2%
- Schwab Strategic TR · Fundamental Emer4.2%
- Fidelity Merrimack Str TR · Low Durtin ETF4.0%
- iShares TR · Core S&P Scp ETF3.8%
- iShares TR · Core S&P500 ETF3.7%
- Invesco Exch Traded FD TR II · S&P 500 Momntm3.4%
Together, the ten largest are 57.2% of reported value.
How many clients does Perspective Wealth Advisors have?
Perspective Wealth Advisors has 177 clients and manages $158 million for them, as of March 2026. They include 123 individual clients, 53 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Perspective Wealth Advisors offer?
Perspective Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Perspective Wealth Advisors charge?
Perspective Wealth Advisors charges up to 2.00% a year for its Investment management fee. The fee is billed in arrears and is negotiable.
Source: 2A BROCHURE, filed 24 March 2026
Which custodians does Perspective Wealth Advisors use?
Perspective Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $153M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Perspective Wealth Advisors have?
Perspective Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Perspective Wealth Advisors invest in?
At the end of its last fiscal year, Perspective Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Perspective Wealth Advisors?
Perspective Wealth Advisors’ direct owner is Steven Weigandt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Perspective Wealth Advisors get paid?
Perspective Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Perspective Wealth Advisors registered with the SEC?
Yes, Perspective Wealth Advisors has been registered with the SEC as an investment adviser since 9 September 2024. Its CRD number is 332574 and its SEC file number is 801-131075.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Perspective Wealth Advisors?
Perspective Wealth Advisors’ main office is at 1615 Foxtrail Drive, Suite 260, Loveland, CO 80538. Its phone number is 970-732-7975. Its website is mypwa.com.