RIA Intel›Advisers›Florida›NEW PERSPECTIVE WEALTH MANAGEMENT

NEW PERSPECTIVE WEALTH MANAGEMENT

Advisory

FL

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in FL

#2,326

of 2,610 advisers by AUM

Average account

$120K

across 42 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

STONEWEALTH ADVISORS, LLC

CORAL GABLES, FL

$5M

BENEFIT CONCEPTS INC.

BOYNTON BEACH, FL

$5M

WELLSPRING WEALTH MANAGEMENT, LLC

$5M

HERON EQUITY MANAGEMENT, LLC

INDIALANTIC, FL

$5M

BRICKELL INVESTMENTS & CO., LLC

$5M

BROADREACH CAPITAL, LLC

$5M

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