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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PERSPECTIVE WEALTH MANAGEMENT

THE JUNK INVESTMENT GROUP, LLC, CRD 104619

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8f9a85c-4e7e-a40f-1e3c-8d317c595b5b

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
On other graphs: 0
Observed: Mar 6, 2012 to Feb 9, 2026
31 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $595MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $526M
Private client RAUM: $595MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $297Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 264
Individual clients: 46
High net worth clients: 218
SEC number: 801-34480
CRD: 104619
Filings on the tape: 31
First filed: Mar 6, 2012
Latest filed: Feb 9, 2026
Organised: Limited Liability Company, MD
Website: perspectivewm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELI JOSEPH ADAMS	Certified Financial Planner	HUNT VALLEY, MD	9	10	n/a	no
Nicholas Paul Mangione	Certified Financial Planner	HUNT VALLEY, MD	5	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAMS, ELI, JOSEPH	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	01/2023	Jan 24, 2022	Dec 24, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$595M	$526M	6	2	0	n/a	n/a
2024	Mar 26, 2025	$527M	$352M	6	2	0	n/a	n/a
2023	Feb 21, 2024	$419M	$0	7	2	0	n/a	n/a
2022	Jan 19, 2023	$355M	$0	8	2	0	n/a	n/a
2021	Jan 24, 2022	$491M	$0	8	4	0	n/a	n/a
2020	Feb 2, 2021	$422M	$0	7	4	0	n/a	n/a
2019	Jan 23, 2020	$335M	$0	7	3	0	n/a	n/a
2018	Jan 28, 2019	$246M	$0	6	3	0	n/a	n/a
2017	Feb 16, 2018	$272M	$0	6	3	0	n/a	n/a
2016	Feb 7, 2017	$224M	$0	6	3	n/a	n/a	n/a
2015	Feb 16, 2016	$214M	$0	5	2	n/a	n/a	n/a
2014	Mar 3, 2015	$212M	$0	5	2	n/a	n/a	n/a
2013	Mar 17, 2014	$205M	$0	5	2	n/a	n/a	n/a
2012	Feb 15, 2013	$163M	$0	6	3	n/a	n/a	n/a
2011	Mar 6, 2012	$143M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$595M	$527M	13.0%	$355M	18.8%	6	6	0	0

Relationships

Registered with (2)

← Nicholas Paul MangioneAdvisorregistration: current employment
Oct 1, 2020 to presentfactForm ADV
← ELI JOSEPH ADAMSAdvisorregistration: current employment
Nov 2, 2016 to presentfactForm ADV

Controls (1)

← ADAMS, ELI, JOSEPHOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 24, 2022 to Dec 24, 2024factForm ADV

Dated events

Occurred
Mar 26, 2025
Regulatory AUM changed
Perspective Wealth Management reported RAUM $526.5M, up 26% from $419.3M (2024-12-24 to 2025-03-26)
Form ADVobserved 4 days ago
$107M
Occurred
Feb 21, 2024
Control person left
Christine Venanzi (Chief Compliance Officer) no longer on Schedule A of Perspective Wealth Management (listed 2024-01-19, absent 2024-02-21)
Form ADVobserved 4 days ago
Occurred
Jul 18, 2023
Control person left
Gene Cassandra Junk (Chief Compliance Officer) no longer on Schedule A of Perspective Wealth Management (listed 2023-01-23, absent 2023-07-18)
Form ADVobserved 4 days ago
Occurred
Jul 18, 2023
Control person joined
Christine Venanzi (Chief Compliance Officer) appeared on Schedule A of Perspective Wealth Management
Form ADVobserved 4 days ago
Occurred
Jan 19, 2023
Regulatory AUM changed
Perspective Wealth Management reported RAUM $354.9M, down 28% from $491.0M (2022-06-30 to 2023-01-19)
Form ADVobserved 4 days ago
$-136M
Occurred
Jan 19, 2023
Control person left
Richard Ivan Junk (Managing Member) no longer on Schedule A of Perspective Wealth Management (listed 2022-06-30, absent 2023-01-19)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8f9a85c-4e7e-a40f-1e3c-8d317c595b5b
First observed: Mar 6, 2012
Last observed: Feb 9, 2026 7 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.

PERSPECTIVE WEALTH MANAGEMENT

THE JUNK INVESTMENT GROUP, LLC, CRD 104619

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8f9a85c-4e7e-a40f-1e3c-8d317c595b5b

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELI JOSEPH ADAMS

Certified Financial Planner

HUNT VALLEY, MD

n/a

Nicholas Paul Mangione

Certified Financial Planner

HUNT VALLEY, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAMS, ELI, JOSEPH

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

01/2023

Jan 24, 2022

Dec 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$595M

$526M

n/a

2024

Mar 26, 2025

$527M

$352M

n/a

2023

Feb 21, 2024

$419M

n/a

2022

Jan 19, 2023

$355M

n/a

2021

Jan 24, 2022

$491M

n/a

2020

Feb 2, 2021

$422M

n/a

2019

Jan 23, 2020

$335M

n/a

2018

Jan 28, 2019

$246M

n/a

2017

Feb 16, 2018

$272M

n/a

2016

Feb 7, 2017

$224M

n/a

2015

Feb 16, 2016

$214M

n/a

2014

Mar 3, 2015

$212M

n/a

2013

Mar 17, 2014

$205M

n/a

2012

Feb 15, 2013

$163M

n/a

2011

Mar 6, 2012

$143M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$595M

$527M

13.0%

$355M

18.8%