Perspective Wealth Partners, Llc
- Regulatory AUM
- $844M
- Discretionary
- $0
- Clients
- 291
- Avg AUM / client
- $2.9M
- Accounts
- 265
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $37.5M | 4.44% |
| High net worth individuals | 183 | $802M | 95.0% |
| Charitable organizations | 18 | $4.6M | 0.54% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Mccormick Bailey | Managing Member/Chief Compliance Officer | Mar 2006 (20y) | 75% or more | |
| Travis Virgil Schaat | Member | Jul 2018 (8y) | 25% – 50% | |
| Tara Blood Newton | Registered representative | Apr 2022 (4y) | ||
| Rebekah Adams | Registered representative | Jul 2022 (4y) | ||
| Hannah Clare Weaver | Registered representative | CFP | Feb 2023 (3y) | |
| Skyler Manabu Eubank | Registered representative | Aug 2024 (2y) | ||
| Andrew John Waymire | Registered representative | Aug 2025 (1y) | ||
| Paige Susanne Moon | Registered representative | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 995 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $694M (82% of AUM) Feb 2026
- Fidelity Brokerage Services $89.6M (11% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗