CEO and CCO · Perspective Wealth Advisors
Steven J. Weigandt
CRD 6313922 · Named on Form ADV at one SEC-registered adviser
At a glance
Perspective Wealth Advisors, an SEC-registered wealth manager based in Loveland, CO with $158 million in regulatory assets, lists Steven J. Weigandt on its Form ADV as CEO and CCO, a control person.
Firms and roles
- Perspective Wealth AdvisorsCEO and CCOWealth manager · Loveland, CO · $158M in regulatory assets
AtlasMembers
Steven’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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.