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.

Current firm

PERSPECTIVE WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

May 10, 2023

First registration

May 23, 2023

Dual registered

no

Other names

Josh William Weisel

IAPD individual key

7748066

• Occurred

  Jul 27, 2026
  Advisor changed firm

  Josh William Weisel left Elk River Wealth Management Llc for Alphacore Capital Llc (registered 2026-07-01)

  Form ADVobserved 4 days ago
• Occurred

  Jul 17, 2026
  Advisor changed firm

  Josh William Weisel left Alphacore Capital Llc for Perspective Wealth Advisors (registered 2026-07-31)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb4a2199-8484-9a6f-ca72-24e7120b36d2

First observed

May 23, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed 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.