Josh William Weisel
Investment adviser representative at Perspective Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFADesignation
$158MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Perspective Wealth AdvisorsJul 2026 to now
- Elk River Wealth Management, LLCFeb 2023 to Jul 2026
- UnemployedMay 2022 to Feb 2023
- Full Time StudentFeb 2013 to May 2022
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Perspective Wealth Advisors
Legal name: Perspective Wealth Advisors LLC
$158MAssets managed
177Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7748066
- Firm CRD
- 332574