Perspective Wealth Partners provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Perspective Wealth Partners reports 291 clients. They include 183 high-net-worth individuals, 90 individual clients and 18 charitable organizations. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $844M across 265 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 4% |
| High-net-worth individuals | 63% | 95% |
| Charitable organizations | 6% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $37.5M | 4.4% | $416K |
| High-net-worth individuals | 183 | $802M | 95.0% | $4.38M |
| Charitable organizations | 18 | $4.59M | 0.5% | $255K |
| Total | 291 | $844M | 100% | $2.9M |
- Clients
- 90
- Regulatory AUM
- $37.5M
- AUM share
- 4.4%
- Avg. per client
- $416K
- Clients
- 183
- Regulatory AUM
- $802M
- AUM share
- 95.0%
- Avg. per client
- $4.38M
- Clients
- 18
- Regulatory AUM
- $4.59M
- AUM share
- 0.5%
- Avg. per client
- $255K
Total
- Clients
- 291
- Regulatory AUM
- $844M
- AUM share
- 100%
- Avg. per client
- $2.9M
- 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
- 101–250
Perspective Wealth Partners charges 0.15%–1.00% a year for its Standard Fee Schedule. The fee is billed in arrears and is not negotiable.
Fee details and sources
James Bailey owns 25% to 50% of Perspective Wealth Partners. The leadership team of Perspective Wealth Partners includes Chief Compliance Officer James Bailey. It has 12 employees, 8 of them in advisory roles.
Leadership
- James BaileyManaging Member/Chief Compliance Officer
- Travis SchaatMember
- Hannah WeaverMember
- Tara NewtonMember
- Rebekah AdamsMember
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Hannah Clare Weaver
Staff
- 12 employees
- 8 in advisory functions
- 9 state-registered reps
- Owns 25% to 50% of Perspective Wealth Partners, LLC
James Bailey
Control person · since March 2006
- Owns 25% to 50% of Perspective Wealth Partners, LLC
Travis Schaat
Control person · since January 2021
- Owns 10% to 25% of Perspective Wealth Partners, LLC
Hannah Weaver
since January 2025
- Owns 10% to 25% of Perspective Wealth Partners, LLC
Tara Newton
since January 2025
- Owns 5% to 10% of Perspective Wealth Partners, LLC
Rebekah Adams
since January 2026
Perspective Wealth Partners’ regulatory assets grew 2.3× from $367M (July 2021) to $844M (February 2026); clients rose from 174 to 291 and employees from 4 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $844M | 291 | 12 | 1 |
| May 2025 | $707M | 264 | 9 | 1 |
| March 2024 | $577M | 249 | 8 | 1 |
| July 2023 | $501M | 256 | 7 | 2 |
| April 2022 | $476M | 212 | 7 | 2 |
| July 2021 | $367M | 174 | 4 | 1 |
Besides its headquarters, Perspective Wealth Partners has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 121 N 9th Street, Suite 400, BoiseHQ
Contact and registration details
- Legal name
- Perspective Wealth Partners, LLC
- Headquarters
- 121 N 9th Street, Suite 400, Boise, ID 83702
- Website
- perspectivewealth.com
- Phone
- 208-429-0960
- @perspective-wealth-partners-llc
- SEC file
- 801-79178
- Founded
- 2006
- Structure
- Idaho LLC
- Fiscal year end
- December
Perspective Wealth Partners uses Charles Schwab ($694M, 89%) and Fidelity ($89.6M, 11%) as custodians for its separately managed accounts. Perspective Wealth Partners has custody of $143M in client assets for 228 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $89.6M11%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $694M89%
At year end, Perspective Wealth Partners’ separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks2%
- Funds96%
- Cash2%
How many clients does Perspective Wealth Partners have?
Perspective Wealth Partners has 291 clients and manages $844 million for them, as of February 2026. They include 183 high-net-worth individuals, 90 individual clients and 18 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Perspective Wealth Partners offer?
Perspective Wealth Partners provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Perspective Wealth Partners charge?
Perspective Wealth Partners charges 0.15%–1.00% a year for its Standard Fee Schedule. The fee is billed in arrears and is not negotiable.
Source: PERSPECTIVE WEALTH PARTNERS ADV PART 2A 2.13.2026, filed 19 February 2026
Which custodians does Perspective Wealth Partners use?
Perspective Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $694M and Fidelity Brokerage Services LLC (Smithfield, RI), with $89.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Perspective Wealth Partners have?
Perspective Wealth Partners has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Perspective Wealth Partners invest in?
At the end of its last fiscal year, Perspective Wealth Partners’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% 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 Partners?
Perspective Wealth Partners’ direct owners are James Bailey, Travis Schaat, Hannah Weaver, Tara Newton and Rebekah Adams, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Perspective Wealth Partners get paid?
Perspective Wealth Partners is paid through a percentage of assets under management. 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 Partners registered with the SEC?
Yes, Perspective Wealth Partners has been registered with the SEC as an investment adviser since 12 February 2014. Its CRD number is 140330 and its SEC file number is 801-79178.
Source: Form ADV Part 1A, Item 1, filed 20 February 2026; IAPD firm record
How do I contact Perspective Wealth Partners?
Perspective Wealth Partners’ main office is at 121 N 9th Street, Suite 400, Boise, ID 83702. Its phone number is 208-429-0960. Its website is perspectivewealth.com.