DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Perspective Wealth Partners, LLC
Latest filing Feb 20, 2026
First filing on the tape Feb 28, 2012 · 29 filings
SEC status approved since Feb 12, 2014
RAUM
$844M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
99%
$839M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$105M
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$844M as of Feb 20, 2026
Feb 28, 2012$60.5M then
HNW client RAUM$802M as of Feb 20, 2026
Feb 23, 2018$164M then
State-registered IARs (5.B.3)9 as of Feb 20, 2026
Feb 28, 20120 then
Employees (5.A)12 as of Feb 20, 2026
Mar 9, 20151 then
Private funds: no history
RAUM +19% over the last fiscal year+19% a year over threeIARs 7 to 9
Practice profile
derived from the filing of Feb 20, 2026; every figure names its basis
- RAUM per advisor
- $105MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 34derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $3.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $143M, 228 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$802M95%
- Individuals$37.5M4.4%
- Charitable organizations$4.6M0.5%
- Individual clients
- 90reported
- HNW clients
- 183reported
- Pension plan clients
- n/areported
- Charitable clients
- 18reported
- Accounts
- 265reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $143M for 228 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Mccormick Bailey | Boise, Id | May 4, 2006 | 20 y | 0 |
| Travis Virgil Schaat | Boise, Id | Jul 31, 2018 | 10 y | 0 |
| Tara Blood Newton | Boise, Id | Apr 14, 2022 | 15 y | 0 |
| Rebekah Adams | Boise, Id | Jul 28, 2022 | 10 y | 1 |
| Hannah Clare WeaverCertified Financial Planner | Boise, Id | Feb 8, 2023 | 10 y | 1 |
| Skyler Manabu Eubank | Boise, Id | Aug 8, 2024 | 10 y | 2 |
| Andrew John Waymire | Boise, Id | Aug 17, 2025 | 11 y | 0 |
| Paige Susanne Moon | Boise, Id | Sep 12, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Jessica Jo Smith to Vitality WealthAug 26, 2025 · RIA to a state-registered adviser
- Rubin Jesse Miller to Peltoma Capital PartnersApr 3, 2023 · RIA to RIA
Joined, latest
- Skyler Manabu Eubank from Raymond James & Associates, Inc.Aug 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Hannah Clare Weaver from Dimensional Fund Advisors LPFeb 8, 2023 · Other
- Rebekah Adams from Jgc Tax & Wealth ManagementJul 28, 2022 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mccormick James Bailey · Managing Member/Chief Compliance Officercontrolsince 03/2006 · owns 75% or more
- Virgil Travis Schaat · Membersince 01/2021 · owns 25% to 50%
Related persons
Schedule D 7.A
- Perspective Tax Services Pllcinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boise, Id · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Feb 20, 2026discretionary share of RAUM of 0% against a peer median of 99% (1483 comparable advisers, 0.0th percentile, 33.5 robust deviations)peers: independent wealth managers, $500M to $1B (1,483) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 264 to 265Nov 5, 2025 to Feb 20, 2026
- Advisory employees · 6 to 8Nov 5, 2025 to Feb 20, 2026
- Charity clients · 11 to 18Nov 5, 2025 to Feb 20, 2026
- HNW clients · 164 to 183Nov 5, 2025 to Feb 20, 2026
- Individual clients · 89 to 90Nov 5, 2025 to Feb 20, 2026
- Assets in custody · $120M to $143MNov 5, 2025 to Feb 20, 2026
- Employees · 9 to 12Nov 5, 2025 to Feb 20, 2026
- State-registered IARs · 7 to 9Nov 5, 2025 to Feb 20, 2026
- HNW RAUM · $664M to $802MNov 5, 2025 to Feb 20, 2026
- Individual RAUM · $41.3M to $37.5MNov 5, 2025 to Feb 20, 2026
- Non-discretionary RAUM · $707M to $844MNov 5, 2025 to Feb 20, 2026
- RAUM · $707M to $844MNov 5, 2025 to Feb 20, 2026
- Financial planning clients · 101-250 to 101-250Apr 30, 2025 to May 12, 2025
- Advisory employees · 5 to 6Mar 7, 2024 to Feb 26, 2025
- Accounts · 249 to 264Mar 7, 2024 to Feb 26, 2025
- Charity clients · 9 to 11Mar 7, 2024 to Feb 26, 2025
- HNW clients · 142 to 164Mar 7, 2024 to Feb 26, 2025
- Individual clients · 98 to 89Mar 7, 2024 to Feb 26, 2025
- Assets in custody · $97.5M to $120MMar 7, 2024 to Feb 26, 2025
- Employees · 8 to 9Mar 7, 2024 to Feb 26, 2025
- State-registered IARs · 5 to 7Mar 7, 2024 to Feb 26, 2025
- HNW RAUM · $533M to $664MMar 7, 2024 to Feb 26, 2025
- Individual RAUM · $42.3M to $41.3MMar 7, 2024 to Feb 26, 2025
- Non-discretionary RAUM · $577M to $707MMar 7, 2024 to Feb 26, 2025
- RAUM · $577M to $707MMar 7, 2024 to Feb 26, 2025
- Accounts · 256 to 249Jul 13, 2023 to Mar 5, 2024
- Charity clients · 10 to 9Jul 13, 2023 to Mar 5, 2024
- HNW clients · 121 to 142Jul 13, 2023 to Mar 5, 2024
- Individual clients · 125 to 98Jul 13, 2023 to Mar 5, 2024
- Assets in custody · $85.4M to $97.5MJul 13, 2023 to Mar 5, 2024
- Employees · 7 to 8Jul 13, 2023 to Mar 5, 2024
- Other offices · 1 to 0Jul 13, 2023 to Mar 5, 2024
- HNW RAUM · $451M to $533MJul 13, 2023 to Mar 5, 2024
- Individual RAUM · $48.6M to $42.3MJul 13, 2023 to Mar 5, 2024
- Non-discretionary RAUM · $501M to $577MJul 13, 2023 to Mar 5, 2024
- RAUM · $501M to $577MJul 13, 2023 to Mar 5, 2024
- Accounts · 212 to 256Apr 12, 2022 to Mar 16, 2023
- Advisory employees · 4 to 5Apr 12, 2022 to Mar 16, 2023
- HNW clients · 117 to 121Apr 12, 2022 to Mar 16, 2023
- Individual clients · 85 to 125Apr 12, 2022 to Mar 16, 2023
Signals
6 dated events
- Jessica Jo Smith left Perspective Wealth Partners, Llc for Vitality Wealth (registered 2025-06-11)Aug 26, 2025 · Advisor changed firm · fact
- Jesse Rubin Miller (Chief Investment Officer) no longer on Schedule A of Perspective Wealth Partners, Llc (listed 2023-03-16, absent 2023-04-04)Apr 4, 2023 · Control person left · inference
- Rubin Jesse Miller left Perspective Wealth Partners, Llc for Peltoma Capital Partners (registered 2023-03-17)Apr 3, 2023 · Advisor changed firm · fact
- Perspective Wealth Partners, Llc reported RAUM $476.4M, up 30% from $367.4M (2021-09-03 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Rubin Miller (Chief Investment Officer) appeared on Schedule A of Perspective Wealth Partners, LlcMar 25, 2022 · Control person joined · fact
- Perspective Wealth Partners, Llc filed its initial SEC registration (Form ADV)Jan 31, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 208-429-0960reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/perspective-wealth-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- PERSPECTIVEWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-429-0960reportedpublic record, Form ADV, Feb 20, 2026
- Contact form
- perspectivewealth.com/home/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $105Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026