A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for PERSPECTIVE WEALTH ADVISORS LLC.

Business address: 1615 Foxtrail Drive Suite 260, Loveland, CO, 80538
Top securities (13F): SPY, HEFA, IJH, QQQ, SJNK, IVV, FLDR, FNDE, IJR, SPMO, GSY, SHYG, MINT, VIGI, XMMO, RWK, LVHD, LVHI, IWY, and FLRN
State of incorporation: DE
Fiscal year end: 31 December

PERSPECTIVE WEALTH ADVISORS LLC has filed 1 SEC EDGAR filings since 13 Feb 2026

Recent SEC filings for PERSPECTIVE WEALTH ADVISORS LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		13 Feb 2026	31 Dec 2025	028-26358

PERSPECTIVE WEALTH ADVISORS LLC files with the SEC under CIK 0002080427. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.