Search icon

PERSPECTIVE WEALTH PARTNERS, LLC

Company claim

Is this your business?

Get access!

Company Details

Name: PERSPECTIVE WEALTH PARTNERS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 28 Mar 2006 (19 years ago)
Financial Date End: 31 Mar 2026
Entity Number: 158780
Place of Formation: IDAHO
File Number: 158780
ZIP code: 83702
County: Ada County
Principal Address: STE 204 121 N 9TH ST BOISE, ID 83702
Mailing Address: STE 204 121 N 9TH ST BOISE, ID 83702-5822

Member

Name Role Address Appointed On Resigned On
James M Bailey Member 121 N 9TH ST, BOISE, ID 83702 2021-02-03 No data
Travis Schaat Member 3838 E KINGSBRIDGE ST, MERIDIAN, ID 83642 2024-03-04 2024-03-04

Agent

Name Role Address
JAMES M BAILEY Agent 121 N 9TH ST, SUITE 204, BOISE, ID 83702-5822

Form 5500 Series

Employer Identification Number (EIN):
900260745
Plan Year:
2024
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Annual Report 0006092908 2025-02-03
Annual Report 0005629770 2024-03-04
Annual Report 0005095722 2023-02-05
Amendment to Certificate 0004762592 2022-06-02
Annual Report 0004593417 2022-02-03

USAspending Awards / Financial Assistance

Date:
2020-05-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-41665.00
Total Face Value Of Loan:
0.00

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 16 Jul 2025

Sources: Idaho Secretary of State