Perspective Wealth Advisors
Perspective Wealth Advisors is an SEC-registered mass-market adviser in Loveland, CO with $158.0M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Perspective Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332574, SEC 801-131075, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $158.0M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Loveland, CO
- Employees
- 7
- Clients
- 177
- CRD
- 332574
- Ownership
- WEIGANDT, STEVEN, JACOB; Hensen, Tyler; S&S WEIGANDT LLC; HENSEN, TYLER, RYAN
How much AUM does Perspective Wealth Advisors have?
Perspective Wealth Advisors reported $158.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Perspective Wealth Advisors?
Disclosed owners and executives of Perspective Wealth Advisors include WEIGANDT, STEVEN, JACOB, Hensen, Tyler, S&S WEIGANDT LLC, HENSEN, TYLER, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.