This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$225MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$225M

Private client RAUM

$223MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$113Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

554

Individual clients

190

High net worth clients

105

SEC number

801-119555

CRD

175294

Filings on the tape

29

First filed

Aug 30, 2020

Latest filed

Jul 20, 2026

Organised

Limited Liability Company, KS

• Occurred

  Jan 31, 2022
  Advisor changed firm

  Andrew Gray Vonehrenkrook left The Perspective Group for Lpl Financial Llc (registered 2022-02-01)

  Form ADVobserved 6 days ago
• Occurred

  Aug 30, 2020
  First Form ADV filing

  The Perspective Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2f859521-a5b9-67fe-4ef9-73b64759c709

First observed

Aug 30, 2020

Last observed

Jul 20, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.