PERSPECTIVE WEALTH ADVISORS LLC

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UUID614a52ff-b153-5d62-9cd0-7564436c90e0

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	332574	332574	—	1.0
sec_file_number	801-131075	801-131075	—	—

Profile

Websitehttps://www.linkedin.com/company/perspective-wealth-advisors/

HQ CityLOVELAND

HQ StateCO

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

PERSPECTIVE WEALTH ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)113,069,712.0
RAUM (discretionary)113,069,712.0
Actionable assets72,589,940.0
Accounts657.0

Institutional Clients

Government AUM—
Pension AUM2,684,454.0
Charitable AUM—
HNW AUM68,809,110.0

As of 2025-07-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
HENSEN, TYLER, RYAN	COO AND CFO	OFFICER	—	{"filing_id": "2018435", "owner_id": "7292844", "source": "adv_part1", "table": "Schedule_A_B"}
S&S WEIGANDT LLC	HOLDING COMPANY	OFFICER	—	{"filing_id": "2018435", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEIGANDT, STEVEN, JACOB	CEO AND CCO	OFFICER	—	{"filing_id": "2018435", "owner_id": "6313922", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HENSEN, TYLER, RYAN

COO AND CFO

OFFICER

—

{"filing_id": "2018435", "owner_id": "7292844", "source": "adv_part1", "table": "Schedule_A_B"}

S&S WEIGANDT LLC

HOLDING COMPANY

OFFICER

—

{"filing_id": "2018435", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

WEIGANDT, STEVEN, JACOB

CEO AND CCO

OFFICER

—

{"filing_id": "2018435", "owner_id": "6313922", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/26/2025 12:41:50 PM",
  "filing_id": "2018435",
  "reg_type": "IA"
}
```

PERSPECTIVE WEALTH ADVISORS LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1