PERSPECTIVE WEALTH ADVISORS LLC of LOVELAND, CO is an SEC-registered investment adviser (CRD 332574). Regulatory assets under management: $158.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Steven Jacob Weigandt | CEO AND CCO | — |
| Tyler Ryan Hensen | COO AND CFO | — |
| HENSEN TYLER RYAN | CCO, COO, AND CFO; COO AND CFO | — |
| WEIGANDT STEVEN JACOB | CEO AND CCO; CHIEF EXECUTIVE OFFICER | — |
| Hensen Tyler | COO AND CCO | — |