MondegarAI
…
← All filers

Filer · Institutional

PERSPECTIVE WEALTH ADVISORSLLC

CIK 0002080427TRACKEDView on SEC.gov ↗

View analyzed profile →PRO

Reported portfolio value · quarterly

25·1226·03peak $154.2M

Filings on record · 2

Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.