# PERSPECTIVE WEALTH PARTNERS, LLC

PERSPECTIVE WEALTH PARTNERS, LLC of BOISE, ID is an SEC-registered investment adviser.

## Registration

- CRD: 140330
- Type: SEC-registered investment adviser
- SEC file number: 801-79178
- Location: 121 N 9TH STREET, SUITE 400, BOISE, ID, 83702
- Phone: 208-429-0960
- Latest filing: 2026-02-20
- Regulatory AUM: $843.9M
- Non-discretionary AUM: $843.9M
- Clients: 12
- Accounts: 265

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| James Mccormick Bailey | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Travis Virgil Schaat | MEMBER | — |
| Hannah Clare Weaver | MEMBER | — |
| Tara Blood Newton | MEMBER | — |
| BAILEY JAMES MCCORMICK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SCHAAT TRAVIS VIRGIL | MEMBER | — |
| MILLER RUBIN JESSE | CHIEF INVESTMENT OFFICER | — |
| Miller Rubin | CHIEF INVESTMENT OFFICER | — |
| Rebekah Adams | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140330/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140330/similar
- Related entities: https://search.stillhousedata.com/firm/140330/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140330

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.