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New Perspective Wealth Management
NEW PERSPECTIVE WEALTH MANAGEMENT is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and...
Overview
NEW PERSPECTIVE WEALTH MANAGEMENT is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
What investment strategies does New Perspective Wealth Management use?
The firm employs a multi-asset-class approach across public equities, fixed income, private equity, and real estate. New Perspective Wealth Management tailors portfolios to each client's risk tolerance and liquidity needs, focusing on diversification across geographies and sectors. Specific investment holdings are not publicly disclosed.
What is the approximate scale of New Perspective Wealth Management?
Assets under management for New Perspective Wealth Management are not publicly disclosed. The firm's client base includes high-net-worth families, but precise AUM figures are not available from public sources.
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