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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- Radial optimaMomentum oak +more
- Established Date
- 07-21-2021
- Office Locations
- 1
Office Locations
About NEW Perspective Wealth Management
New Perspective Wealth Management (New Perspective Financial Solutions) is a St. Petersburg, FL advisory firm serving individuals—especially pre-retirees, retirees, and business owners—with retirement planning and strategies, income analysis, asset evaluation, market comparisons, and life insurance planning. Portfolios primarily use ETFs and publicly traded funds, with custody through platforms such as Altruist and Apex. The firm also maintains paid TV and radio placements, indicating active local marketing reach.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS JON DAWSON
President
- CRD
- #5321375
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,050,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,050,920 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,050,920
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,587,702,880 | 30.7% |
| Public Funds | $3,085,013,857 | 36.6% |
| Cash | $2,756,282,871 | 32.7% |
| Total | $8,428,999,608 | 100.0% |