Member · Perspective Wealth Partners, LLC
Hannah C. Weaver
CRD 7073125 · Named on Form ADV at one SEC-registered adviser
At a glance
Perspective Wealth Partners, LLC, an SEC-registered wealth manager based in Boise, ID with $844 million in regulatory assets, lists Hannah C. Weaver on its Form ADV as Member.
Firms and roles
- Perspective Wealth Partners, LLCMemberWealth manager · Boise, ID · $844M in regulatory assets
AtlasMembers
Hannah’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Hannah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James M. BaileyManaging Member/chief Compliance Officer, Perspective Wealth Partners, LLC
- Travis V. SchaatMember, Perspective Wealth Partners, LLC
- Tara B. NewtonMember, Perspective Wealth Partners, LLC
- Rebekah AdamsMember, Perspective Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hannah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.