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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-09-2024
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 26, 2025 and March 24, 2026, reported AUM increased 39.8%, from $113.1M to $158.0M.
Across 3 reported observations, AUM increased 40.6% between December 9, 2024 and March 24, 2026, from $112.4M to $158.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 177 clients, or 44.3 clients per representative. That equates to $892.9K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Perspective Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN JACOB WEIGANDT JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6313922
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Zachary Adam Gasper
Director Of Financial Planning
- CRD
- #6338704
TYLER RYAN HENSEN
Wealth Advisor
- CRD
- #7292844
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Perspective Wealth Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Perspective Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.