# Perspective Wealth Management

Perspective Wealth Management is a Registered Investment Adviser based in Hunt Valley, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Hunt Valley, United States
- **Region:** North America
- **Address:** Hunt Valley, MD, United States
- **Assets under management:** $595.0M regulatory AUM (Form ADV, February 2026)
- **Website:** perspectivewm.com

## Regulatory record

- **CRD number:** 104619
- **SEC file number:** 801-34480
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-09
- **Reports private funds:** No

## About

Perspective Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 104619, SEC file 801-34480), with its main office in Hunt Valley, Maryland. Its Form ADV filed on 9 February 2026 reports $595.0M in regulatory assets under management across 264 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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