Perspective Wealth Management
Perspective Wealth Management is an SEC-registered wealth manager in Hunt Valley, MD with $595.0M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Perspective Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104619, SEC 801-34480, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $595.0M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Hunt Valley, MD
- Employees
- 6
- Clients
- 264
- CRD
- 104619
- Ownership
- JUNK, IVAN, RICHARD; JUNK, CASSANDRA, GENE; Venanzi, Christine; ADAMS, ELI, JOSEPH
How much AUM does Perspective Wealth Management have?
Perspective Wealth Management reported $595.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Perspective Wealth Management?
Disclosed owners and executives of Perspective Wealth Management include JUNK, IVAN, RICHARD, JUNK, CASSANDRA, GENE, Venanzi, Christine, ADAMS, ELI, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.