P
CRD: 332574
Perspective Wealth Advisors
$158.0M Total AUM
$158.0M Disc. AUM
-- 3Y CAGR
7 Employees
177 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-09-2024
- Office Locations
- 1
Office Locations
1615 Foxtrail Drive Suite 260 Loveland CO
About Perspective Wealth Advisors
Perspective Wealth Advisors is a Loveland-based RIA. The firm has been operating for 1 years. Managing $158.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$39.5M AVG AUM / ADVISOR
$892.9K AVG AUM / CLIENT
1.3 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Vector north Pathway prime
Asset Classes
Momentum Radial Oak vector Unison Unison Eagle Vertex Momentum peak Beacon legacy
Investment Themes
Horizon value Vector Ember ridge Element capital Crest vertex Glacier meridian Zenith value
Investment Vehicles
Optima vital
Services
Catalyst catalyst Timber Quantum Zenith Horizon Summit Optima Optima bridge Horizon
Owner & Executives
STEVEN JACOB WEIGANDT JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6313922
- Ownership
- 75% or more
(862) 416-4210
focus.wave@peakcapital.com
in linkedin.com/in/unison-north
Showing 1 of 1 owners & executives
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Z
Zachary Adam Gasper
Director Of Financial Planning
- CRD
- #6338704
(498) 935-4648
beacon.pathway@fusioncapital.com
in linkedin.com/in/glacier-radial
T
TYLER RYAN HENSEN
--
- CRD
- #7292844
(456) 747-3292
capital.unison@peakcapital.com
in linkedin.com/in/vector-atlas
U
Unison radial
Pathway element horizon
- CRD
- #46600
(506) 343-6042
meridian.oak@peakcapital.com
in linkedin.com/in/north-summit
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,037,995 | $225,769 |
| Non-Discretionary | $0 | -- |
| Total | $158,037,995 | $225,769 |
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Separately Managed Accounts
Total SMA Asset: $158,037,995
Public Funds:
28.8% Cash:
23.6% Equity - Exchange:
47.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,835,609,401 | 28.8% |
| Cash | $1,504,179,925 | 23.6% |
| Equity - Exchange | $3,033,854,426 | 47.6% |
| Total | $6,373,643,752 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER RIDGE | PATHWAY ATLAS | S3RXVX3HY | SYW | 11.31% | $79,112,642 |
| ATLAS CAPITAL VECTOR | ELEMENT TIMBER | FNTMYKLM2 | OVBC | 3.04% | $47,554,454 |
| ATLAS ATLAS | UNISON QUANTUM | KQPLKSP9F | VGUP | 4.54% | $80,724,752 |
| MOMENTUM ZENITH OPTIMA | ATLAS OPTIMA | JE6NLDF5G | PJCZH | 5.49% | $102,718,881 |
| VECTOR ELEMENT ELEMENT | FOUNDATION ZENITH | 97RDWCOVR | CBYZV | 10.67% | $72,759,522 |
| CAPITAL CAPITAL LEGACY | BEACON NORTH | A1BVUA6B0 | NGA | 10.25% | $12,345,519 |
| TIMBER OAK | ZENITH MERIDIAN | Q46BQOKQG | CUQTY | 11.98% | $64,784,180 |
| FRONTIER ZENITH FUSION | ALPHA CREST | 2EQHW8KBT | QOS | 7.50% | $104,221,430 |