PERSPECTIVE WEALTH PARTNERS, LLC of BOISE, ID is an SEC-registered investment adviser (CRD 140330). Regulatory assets under management: $843.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |