PERSPECTIVE WEALTH PARTNERS, LLC

121 N 9th Street
Suite 204
Boise, Idaho 83702
Tel: 208-429-0960

About PERSPECTIVE WEALTH PARTNERS, LLC

PERSPECTIVE WEALTH PARTNERS, LLC, formally registered with the SEC as PERSPECTIVE WEALTH PARTNERS, LLC. The firm was established in 02/12/2014. They have over 1 offices throughout the country.

PERSPECTIVE WEALTH PARTNERS, LLC is a Boise, Idaho based Financial Planning firm with nearly $707,341,471 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140330
SEC#	801-79178
Assets Managed by Firm	$707,341,471
No. of Clients	264
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	264	$707,341,471
Individuals (other than high net worth individuals)	89	$41,264,009
High net worth individuals	164	$664,355,595
Charitable organizations	11	$1,721,867

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INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
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