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PERSPECTIVE WEALTH MANAGEMENT
Legal name: THE JUNK INVESTMENT GROUP, LLC
CRD 104619File 801-34480
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$595.0M
Above cohort median (national)
Discretionary AUM
$525.7M
Non-discretionary $69.3M
Clients
264
264 accounts
Employees
6
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 19, 1989
- Principal office
- 307 INTERNATIONAL CIRCLE, SUITE 540, HUNT VALLEY, MD, 21030-1439
- Phone
- 410-584-8100
- Website
- https://perspectivewm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $595.0M
- Discretionary AUM
- $525.7M
- Non-discretionary AUM
- $69.3M
- Discretionary accounts
- 215
- Non-discretionary accounts
- 49
- Total accounts
- 264
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 218 | $571.9M |
| Individuals (other than high net worth individuals) | 46 | $23.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.