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PERSPECTIVE WEALTH ADVISORS LLC
PERSPECTIVE WEALTH ADVISORS LLC
PERSPECTIVE WEALTH ADVISORS
LOVELAND, Colorado
·
2 registered advisors
·
CRD# 332574
SEC# 801-131075
0
970-732-7975
01
Firm Overview
AUM
$112M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PERSPECTIVE WEALTH ADVISORS LLC
2 registered advisors
Steven Jacob Weigandt
LOVELAND, Colorado
CRD# 6313922
Tyler Ryan Hensen
LOVELAND, Colorado
CRD# 7292844
05
Office Locations
LOVELAND, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. PERSPECTIVE WEALTH ADVISORS LLC (CRD# 332574) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.