Perspective Wealth Partners, LLC

Overview

Perspective Wealth Partners, LLC is an SEC registered investment adviser based in Boise, ID, registered since 2014. It reports $844M in assets under management across 265 accounts, with 12 employees. It has 8 investment adviser representatives.

Reported AUM

$844M

Accounts

265

Average account

$3.2M

Employees

12

Advisory reps

8

Registered since

2014

Jurisdictions

7

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 5

• James McCormick Bailey Managing Member, Chief Compliance Officer CRD 5125409
• Hannah Clare Weaver Member CRD 7073125
• Rebekah Adams Member CRD 7419249

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Rebekah Adams Investment Adviser Rep CRD 7419249
• James Mccormick Bailey Investment Adviser Rep CRD 5125409
• Skyler Manabu Eubank Investment Adviser Rep CRD 7639636

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

121 N 9th St Ste 400
Boise, ID 83702

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: perspectivewealth.com

Every state, with registration dates

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