Allocator Index · CRD 140330
PERSPECTIVE WEALTH PARTNERS, LLC
Boise, ID · 208-429-0960 · perspectivewealth.com/
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
183
Other individuals
90
HNW assets
$801.9M
Total AUM
$843.9M
Employees
12
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.