{"url":"https://nivawealth.com/firms/perspective-wealth-partners-140330","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/140330","regulatoryAum":843910938,"crd":"140330","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7419249","suffix":null,"lastName":"Adams","firstName":"Rebekah","middleName":null},{"crd":"5125409","suffix":null,"lastName":"BAILEY","firstName":"JAMES","middleName":"MCCORMICK"},{"crd":"7639636","suffix":null,"lastName":"Eubank","firstName":"Skyler","middleName":"Manabu"},{"crd":"7941686","suffix":null,"lastName":"Moon","firstName":"Paige","middleName":"Susanne"},{"crd":"7535308","suffix":null,"lastName":"Newton","firstName":"Tara","middleName":"Blood"},{"crd":"5634032","suffix":null,"lastName":"SCHAAT","firstName":"TRAVIS","middleName":"VIRGIL"},{"crd":"8148582","suffix":null,"lastName":"Waymire","firstName":"Andrew","middleName":"John"},{"crd":"7073125","suffix":null,"lastName":"WEAVER","firstName":"HANNAH","middleName":"CLARE"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-06","regulatoryAum":367373582,"clients":174,"employees":4,"offices":1},{"filedOn":"2022-04-12","regulatoryAum":476358239,"clients":212,"employees":7,"offices":2},{"filedOn":"2023-07-13","regulatoryAum":501239401,"clients":256,"employees":7,"offices":2},{"filedOn":"2024-03-07","regulatoryAum":576578069,"clients":249,"employees":8,"offices":1},{"filedOn":"2025-05-12","regulatoryAum":707341471,"clients":264,"employees":9,"offices":1},{"filedOn":"2026-02-20","regulatoryAum":843910938,"clients":291,"employees":12,"offices":1}],"secFileNumber":"801-79178","legalName":"Perspective 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Perspective Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Perspective Wealth Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Perspective Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Perspective Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Perspective Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Perspective Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Perspective Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Perspective Wealth Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Perspective Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}