PERSPECTIVE ADVISORS, LLC

PERSPECTIVE ADVISORS, LLC of BARTLESVILLE, OK is an SEC-registered investment adviser (CRD 301811). Regulatory assets under management: $34.0M.

Registration

• CRD: 301811
• Type: Registered investment adviser
• Location: 612 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK, 74006
• Phone: (918) 214-8858
• Latest filing: 2026-03-05
• Regulatory AUM: $34.0M
• Discretionary AUM: $34.0M
• Clients: 3
• Accounts: 353

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301811 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search