Paige Susanne Moon
Investment adviser representative at Perspective Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$843.9MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Perspective Wealth Partners, LLCJun 2025 to now
- Sunroom CoffeeFeb 2025 to May 2025
- NordstromsAug 2024 to Jan 2025
- Goldman SachsJun 2024 to Aug 2024
- University of Utah - AsuuApr 2024 to Jun 2025
- Crewe AdvisorsJan 2024 to Apr 2024
- Dutch BrosOct 2023 to May 2024
- HiltonJan 2022 to Sep 2023
- University of UtahAug 2021 to May 2025
- BarbacoaJul 2020 to Aug 2022
- Dick's Sporting GoodsApr 2020 to Jul 2020
- Meridian PoolMay 2018 to Aug 2019
- West Ada School DistrictJun 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Perspective Wealth Partners, LLC
$843.9MAssets managed
291Clients
8Advisers
12 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
- 7941686
- Firm CRD
- 140330