NEW PERSPECTIVE WEALTH MANAGEMENT

NEW PERSPECTIVE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 314562). Regulatory assets under management: $5.1M.

Registration

• CRD: 314562
• Type: Registered investment adviser
• Phone: 816-729-2753
• Latest filing: 2026-01-28
• Regulatory AUM: $5.1M
• Discretionary AUM: $5.1M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search