Perspective Wealth Partners, LLC

Who works here

• AW
  Andrew John Waymire
• HS
  Hannah Clare Spillman
• JB
  James McCormick Bailey
• PM
  Paige Susanne Moon
• RA
  Rebekah Adams
• SE
  Skyler Manabu Eubank
• TN
  Tara Blood Newton
• TS
  Travis Virgil Schaat

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Perspective Wealth Partners, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

140330